DW
Dodds Wealth Portfolio holdings
AUM
$373M
This Quarter Return
+8.5%
1 Year Return
+9.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.88%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Communication Services | 0.83% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.39% |
| 5 | Healthcare | 0.38% |
