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
$148M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.36M
3
+$912K
4
BND icon
Vanguard Total Bond Market
BND
+$573K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$522K

Top Sells

1
+$352K
2
+$306K
3
+$241K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$225K
5
SLB icon
SLB Ltd
SLB
+$188K

Sector Composition

1 Technology 5.66%
2 Healthcare 2.25%
3 Financials 1.88%
4 Consumer Staples 1.5%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.5K 0.01%
231
+3
177
$12.3K 0.01%
+50
178
$12.2K 0.01%
115
179
$12.1K 0.01%
125
180
$12.1K 0.01%
59
+1
181
$11.8K 0.01%
+1,000
182
$11.7K 0.01%
600
183
$11.7K 0.01%
60
184
$11.4K 0.01%
229
+1
185
$10.8K 0.01%
+2,000
186
$10.7K 0.01%
157
187
$10.6K 0.01%
112
+1
188
$10.5K 0.01%
71
+1
189
$10.1K 0.01%
244
190
$9.95K 0.01%
+214
191
$9.53K 0.01%
500
192
$9.32K 0.01%
+2,800
193
$9.07K 0.01%
6
194
$7.93K 0.01%
200
195
$7.75K 0.01%
57
196
$7.24K ﹤0.01%
+100
197
$6.99K ﹤0.01%
103
198
$6.37K ﹤0.01%
45
199
$6.22K ﹤0.01%
213
+2
200
$6.08K ﹤0.01%
82
6 7
8
9 10