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
151
$17.5K 0.01%
+67
152
$16.8K 0.01%
+57
153
$16.4K 0.01%
+249
154
$16.3K 0.01%
+294
155
$15.3K 0.01%
+582
156
$13.8K 0.01%
+341
157
$13K 0.01%
+51
158
$12.7K 0.01%
+64
159
$12.5K 0.01%
+174
160
$12.3K 0.01%
+58
161
$11.7K 0.01%
+228
162
$11.5K 0.01%
+118
163
$11.3K 0.01%
+115
164
$11.1K 0.01%
+600
165
$10.7K 0.01%
+14
166
$10.4K 0.01%
+125
167
$10.4K 0.01%
+111
168
$10.2K 0.01%
+157
169
$9.83K 0.01%
+228
170
$9.43K 0.01%
+6
171
$9.28K 0.01%
+60
172
$9.23K 0.01%
+70
173
$9.2K 0.01%
+244
174
$9.03K 0.01%
+179
175
$8.61K 0.01%
+299
5 6
7
8 9