DWM

Dogwood Wealth Management Portfolio holdings

AUM $230M
1-Year Est. Return 15.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.03M
3
+$1.03M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$834K
5
MPWR icon
Monolithic Power Systems
MPWR
+$768K

Top Sells

1
+$995K
2
+$668K
3
+$589K
4
MSFT icon
Microsoft
MSFT
+$418K
5
UNH icon
UnitedHealth
UNH
+$399K

Sector Composition

1 Technology 7.57%
2 Financials 3%
3 Consumer Discretionary 2.27%
4 Consumer Staples 2.19%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.7K 0.01%
89
-1,318
152
$30.2K 0.01%
230
+42
153
$29.9K 0.01%
46
154
$28.6K 0.01%
94
+2
155
$27.7K 0.01%
273
+47
156
$27.1K 0.01%
167
+82
157
$26.5K 0.01%
76
+6
158
$26.3K 0.01%
182
+92
159
$26.2K 0.01%
55
+2
160
$26.1K 0.01%
104
+29
161
$25.9K 0.01%
129
+32
162
$25.6K 0.01%
228
+175
163
$25.4K 0.01%
289
164
$25.1K 0.01%
299
+51
165
$25.1K 0.01%
1,264
166
$25K 0.01%
746
-178
167
$24.9K 0.01%
127
+21
168
$24.3K 0.01%
219
+56
169
$24K 0.01%
39
+7
170
$23.9K 0.01%
87
+14
171
$23.8K 0.01%
49
+13
172
$23.8K 0.01%
50
+10
173
$23.4K 0.01%
316
+66
174
$23.3K 0.01%
70
+4
175
$23K 0.01%
300
-1,471
5 6
7
8 9