DW
Dodds Wealth Portfolio holdings
AUM
$408M
1-Year Est. Return
11.47%
This Fund
S&P 500
1 Year Est. Return
+11.47%
AUM
$404M
AUM Growth
+$30.9M
(+8.3%)
Holding
60
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.75M | |
| 3 | +$2.73M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$2.57M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.37M |
Top Sells
| 1 | +$365K | |
| 2 | +$159K | |
| 3 | +$95.4K | |
| 4 |
NVIDIA
NVDA
|
+$38.3K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$26.4K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Communication Services | 0.67% |
| 3 | Financials | 0.64% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Real Estate | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Paychex
PAYX
$33B
| $249K | 0.06% |
1,962
|
|
||
52
Coca-Cola
KO
$325B
| $248K | 0.06% |
3,740
|
|
||
53
Dimensional US Real Estate ETF
DFAR
$1.55B
| $246K | 0.06% |
10,315
|
|
||
54
Palantir
PLTR
$344B
| $237K | 0.06% |
+1,297
|
|
||
55
Meta Platforms (Facebook)
META
$1.33T
| $227K | 0.06% |
309
|
|
||
56
Procter & Gamble
PG
$332B
| $220K | 0.05% |
1,431
-150
|
|
||
57
Oracle
ORCL
$402B
| $210K | 0.05% |
+746
|
|
||
58
Eli Lilly
LLY
$794B
| $207K | 0.05% |
271
|
|
||
59
Schwab US REIT ETF
SCHH
$9.06B
| $206K | 0.05% |
9,544
+6
|
|
||
60
LivePerson
LPSN
$30.5M
| $39.3K | 0.01% |
4,493
|
|