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
351
$6.38K ﹤0.01%
146
-1,665
352
$6.34K ﹤0.01%
98
+13
353
$6.27K ﹤0.01%
141
354
$6.23K ﹤0.01%
24
355
$6.22K ﹤0.01%
60
356
$6.22K ﹤0.01%
15
357
$6.2K ﹤0.01%
109
+9
358
$6.2K ﹤0.01%
20
+2
359
$6.19K ﹤0.01%
41
+5
360
$6.14K ﹤0.01%
85
+52
361
$6.14K ﹤0.01%
107
-260
362
$6.11K ﹤0.01%
237
+1
363
$6.03K ﹤0.01%
134
+4
364
$5.96K ﹤0.01%
43
+3
365
$5.94K ﹤0.01%
23
-16
366
$5.94K ﹤0.01%
29
367
$5.88K ﹤0.01%
49
+5
368
$5.86K ﹤0.01%
+106
369
$5.84K ﹤0.01%
+250
370
$5.83K ﹤0.01%
75
-48
371
$5.8K ﹤0.01%
31
+20
372
$5.79K ﹤0.01%
60
+2
373
$5.75K ﹤0.01%
72
374
$5.7K ﹤0.01%
212
+39
375
$5.68K ﹤0.01%
29
-69
13 14
15
16 17