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
$174M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$525K
3
+$508K
4
TM icon
Toyota
TM
+$506K
5
AMGN icon
Amgen
AMGN
+$472K

Top Sells

1
+$1.63M
2
+$1.57M
3
+$1.06M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.02M
5
V icon
Visa
V
+$909K

Sector Composition

1 Technology 7.56%
2 Healthcare 3.04%
3 Consumer Discretionary 2.12%
4 Consumer Staples 2.11%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32K 0.02%
1,364
-16,908
127
$32K 0.02%
882
+4
128
$30.8K 0.02%
111
129
$29.8K 0.02%
599
130
$28.8K 0.02%
202
-43
131
$28.6K 0.02%
342
+2
132
$26.8K 0.02%
121
133
$23.9K 0.01%
610
134
$22.9K 0.01%
40
-20
135
$22.7K 0.01%
289
136
$22K 0.01%
211
+1
137
$21.1K 0.01%
+166
138
$21K 0.01%
+141
139
$20.5K 0.01%
+235
140
$20.3K 0.01%
+334
141
$19.6K 0.01%
431
-46
142
$19.6K 0.01%
+85
143
$19.1K 0.01%
174
144
$19K 0.01%
327
145
$18.6K 0.01%
364
+7
146
$17.9K 0.01%
614
+11
147
$17.8K 0.01%
614
+8
148
$17.6K 0.01%
58
+1
149
$16.9K 0.01%
257
+3
150
$16.5K 0.01%
65
+1
4 5
6
7 8