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
526
$1.93K ﹤0.01%
8
-17
527
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155
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528
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10
+1
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-100
531
$1.88K ﹤0.01%
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-9
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$1.87K ﹤0.01%
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25
534
$1.85K ﹤0.01%
26
+3
535
$1.85K ﹤0.01%
+24
536
$1.84K ﹤0.01%
67
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537
$1.84K ﹤0.01%
9
-16
538
$1.83K ﹤0.01%
105
+10
539
$1.8K ﹤0.01%
+93
540
$1.79K ﹤0.01%
6
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541
$1.78K ﹤0.01%
21
542
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51
543
$1.74K ﹤0.01%
48
544
$1.74K ﹤0.01%
+49
545
$1.73K ﹤0.01%
+6
546
$1.71K ﹤0.01%
10
547
$1.71K ﹤0.01%
+136
548
$1.7K ﹤0.01%
19
-37
549
$1.7K ﹤0.01%
40
-117
550
$1.68K ﹤0.01%
25
-69
20 21
22
23 24