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
151
$16.1K 0.01%
3,456
152
$13.7K 0.01%
60
153
$13.1K 0.01%
120
+1
154
$12.3K 0.01%
6
155
$12.3K 0.01%
237
+3
156
$12.3K 0.01%
59
157
$11.9K 0.01%
114
+1
158
$11.7K 0.01%
14
159
$10.7K 0.01%
71
160
$10.5K 0.01%
244
161
$10.2K 0.01%
392
+2
162
$10.2K 0.01%
67
163
$10.1K 0.01%
125
164
$8.04K ﹤0.01%
103
165
$7.38K ﹤0.01%
231
+1
166
$6.87K ﹤0.01%
83
167
$6.87K ﹤0.01%
36
168
$6.34K ﹤0.01%
214
-34
169
$5.19K ﹤0.01%
73
170
$4.7K ﹤0.01%
10
171
$4.25K ﹤0.01%
103
-1
172
$3.99K ﹤0.01%
33
173
$3.12K ﹤0.01%
22
174
$2.94K ﹤0.01%
7
175
$2.58K ﹤0.01%
32
5 6
7
8 9