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
126
$43.5K 0.03%
+481
127
$41.4K 0.03%
+243
128
$37.5K 0.03%
+242
129
$35.3K 0.03%
+321
130
$34.6K 0.03%
+135
131
$34.5K 0.03%
+131
132
$33.8K 0.03%
+694
133
$33.8K 0.03%
+433
134
$32.1K 0.03%
+670
135
$29K 0.02%
+302
136
$28.8K 0.02%
+710
137
$28.6K 0.02%
+872
138
$28.2K 0.02%
+356
139
$27.9K 0.02%
+256
140
$26.3K 0.02%
+78
141
$26K 0.02%
+854
142
$25.5K 0.02%
+109
143
$25.1K 0.02%
+334
144
$24.6K 0.02%
+1,129
145
$24.5K 0.02%
+116
146
$23.4K 0.02%
+599
147
$21.7K 0.02%
+83
148
$21.5K 0.02%
+610
149
$20.1K 0.02%
+424
150
$18.7K 0.01%
+206
4 5
6
7 8