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
176
$8.57K 0.01%
+500
177
$7.51K 0.01%
+200
178
$6.95K 0.01%
+103
179
$6.08K ﹤0.01%
+211
180
$5.93K ﹤0.01%
+57
181
$5.56K ﹤0.01%
+181
182
$5.43K ﹤0.01%
+73
183
$5.39K ﹤0.01%
+82
184
$4.64K ﹤0.01%
+45
185
$4.18K ﹤0.01%
+102
186
$3.68K ﹤0.01%
+10
187
$3.3K ﹤0.01%
+149
188
$3.1K ﹤0.01%
+131
189
$3.02K ﹤0.01%
+63
190
$2.88K ﹤0.01%
+22
191
$2.73K ﹤0.01%
+32
192
$2.66K ﹤0.01%
+92
193
$2.04K ﹤0.01%
+6
194
$1.91K ﹤0.01%
+72
195
$1.91K ﹤0.01%
+14
196
$1.83K ﹤0.01%
+18
197
$1.83K ﹤0.01%
+32
198
$1.38K ﹤0.01%
+15
199
$1.35K ﹤0.01%
+41
200
$998 ﹤0.01%
+14
6 7
8
9 10