DWM

Dogwood Wealth Management Portfolio holdings

AUM $230M
1-Year Est. Return 15.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.03M
3
+$1.03M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$834K
5
MPWR icon
Monolithic Power Systems
MPWR
+$768K

Top Sells

1
+$995K
2
+$668K
3
+$589K
4
MSFT icon
Microsoft
MSFT
+$418K
5
UNH icon
UnitedHealth
UNH
+$399K

Sector Composition

1 Technology 7.57%
2 Financials 3%
3 Consumer Discretionary 2.27%
4 Consumer Staples 2.19%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.7K 0.01%
73
+43
227
$14.6K 0.01%
113
-6,945
228
$14.4K 0.01%
171
+37
229
$14.4K 0.01%
191
+47
230
$14K 0.01%
92
+35
231
$13.6K 0.01%
14
232
$13.4K 0.01%
14
+1
233
$13.3K 0.01%
162
-28
234
$13.2K 0.01%
289
+53
235
$13.2K 0.01%
92
+2
236
$13K 0.01%
99
237
$12.9K 0.01%
155
+80
238
$12.9K 0.01%
70
+20
239
$12.9K 0.01%
70
-14
240
$12.6K 0.01%
99
241
$12.6K 0.01%
107
+51
242
$12.3K 0.01%
65
+4
243
$12.3K 0.01%
18
-18
244
$12.1K 0.01%
16
+2
245
$12.1K 0.01%
244
246
$12K 0.01%
84
-15
247
$12K 0.01%
71
+18
248
$11.9K 0.01%
148
+81
249
$11.9K 0.01%
293
+128
250
$11.8K 0.01%
465
-17
8 9
10
11 12