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DW
Dodds Wealth Portfolio holdings
AUM
$407M
1-Year Est. Return
9.43%
This Fund
S&P 500
1 Year Est. Return
+9.43%
AUM
$408M
AUM Growth
+$4.03M
(+1%)
Holding
61
Top Buys
| 1 | +$6.66M | |
| 2 | +$1.37M | |
| 3 | +$1.13M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.07M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$749K |
Top Sells
| 1 | +$5.7M | |
| 2 | +$1.07M | |
| 3 | +$1M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$975K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$559K |
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Communication Services | 0.81% |
| 3 | Financials | 0.64% |
| 4 | Healthcare | 0.32% |
| 5 | Consumer Discretionary | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$362B
| $261K | 0.06% |
3,740
|
|
||
52
Dimensional US Real Estate ETF
DFAR
$1.75B
| $236K | 0.06% |
10,315
|
|
||
53
Palantir
PLTR
$310B
| $224K | 0.05% |
1,258
-39
|
|
||
54
Paychex
PAYX
$37.8B
| $216K | 0.05% |
1,927
-35
|
|
||
55
Procter & Gamble
PG
$353B
| $205K | 0.05% |
1,431
|
|
||
56
Meta Platforms (Facebook)
META
$1.48T
| $204K | 0.05% |
309
|
|
||
57
Broadcom
AVGO
$1.71T
| – | – |
-1,004
|
|
||
58
LivePerson
LPSN
$23.5M
| – | – |
-4,493
|
|
||
59
Oracle
ORCL
$404B
| – | – |
-746
|
|
||
60
Schwab US REIT ETF
SCHH
$11.3B
| – | – |
-9,544
|
|
||
61
Tesla
TSLA
$1.48T
| – | – |
-576
|
|