DWM

Dogwood Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.1M
3
+$6.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.95M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.6%
2 Healthcare 1.92%
3 Financials 1.84%
4 Consumer Staples 1.48%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85.2K 0.07%
+2,705
102
$84.9K 0.07%
+245
103
$84K 0.07%
+1,086
104
$82.2K 0.06%
+2,147
105
$80.5K 0.06%
+229
106
$80.3K 0.06%
+538
107
$80.2K 0.06%
+353
108
$80.1K 0.06%
+1,814
109
$79.3K 0.06%
+96
110
$78.6K 0.06%
+191
111
$78.2K 0.06%
+271
112
$78K 0.06%
+1,520
113
$77.8K 0.06%
+863
114
$77.6K 0.06%
+1,697
115
$77.3K 0.06%
+1,393
116
$76.4K 0.06%
+403
117
$76K 0.06%
+800
118
$75.9K 0.06%
+311
119
$73.4K 0.06%
+295
120
$69.5K 0.05%
+100
121
$66.3K 0.05%
+452
122
$65.5K 0.05%
+1,111
123
$61.4K 0.05%
+173
124
$58.5K 0.05%
+1,351
125
$47.2K 0.04%
+931
3 4
5
6 7