DWM
Dogwood Wealth Management Portfolio holdings
AUM $190M
AUM
$190M
AUM Growth
+$1.14M (+0.6%)
Cap. Flow
+$4.58M
Cap. Flow % of AUM
2.41%
Top 10 Holdings %Top 10 Hldgs %
42.33%
Holding
544
New
261
Increased
131
Reduced
49
Closed
9
Top Buys
| 1 | $770K | |
| 2 | $755K | |
| 3 | $729K | |
| 4 | $685K | |
| 5 | $667K |
Top Sells
| 1 | $1.52M | |
| 2 | $779K | |
| 3 | $624K | |
| 4 | $570K | |
| 5 | $560K |
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Financials | 2.82% |
| 3 | Industrials | 2.57% |
| 4 | Healthcare | 2.09% |
| 5 | Consumer Staples | 2.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.66K | 0% | 21 | New | +$1.66K | |||
| $1.65K | 0% | 9 | New | +$1.65K | |||
| $1.65K | 0% | 44 | New | +$1.65K | |||
| $1.63K | 0% | 11 | New | +$1.63K | |||
| $1.62K | 0% | 7 | New | +$1.62K | |||
| $1.62K | 0% | 7 | New | +$1.62K | |||
| $1.6K | 0% | 4 | New | +$1.6K | |||
| $1.6K | 0% | 22 | New | +$1.6K | |||
| $1.59K | 0% | 23 | New | +$1.59K | |||
| $1.59K | 0% | 7 | New | +$1.59K | |||
| $1.59K | 0% | 14 | New | +$1.59K | |||
| $1.57K | 0% | 21 | New | +$1.57K | |||
| $1.57K | 0% | 80 | – | – | |||
| $1.55K | 0% | 13 | New | +$1.55K | |||
| $1.55K | 0% | 10 | New | +$1.55K | |||
| $1.55K | 0% | 15 | New | +$1.55K | |||
| $1.54K | 0% | 9 | New | +$1.54K | |||
| $1.54K | 0% | 115 +3 | +3% | +$40 | |||
| $1.54K | 0% | 29 | New | +$1.54K | |||
| $1.52K | 0% | 52 | New | +$1.52K | |||
| $1.51K | 0% | 9 | New | +$1.51K | |||
| $1.51K | 0% | 15 | New | +$1.51K | |||
| $1.5K | 0% | 36 | New | +$1.5K | |||
| $1.49K | 0% | 68 | New | +$1.49K | |||
| $1.49K | 0% | 5 | New | +$1.49K |
