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
176
$23K 0.01%
32
+5
177
$22.8K 0.01%
465
+214
178
$22.6K 0.01%
237
+107
179
$22.3K 0.01%
168
+75
180
$22.2K 0.01%
1,569
-371
181
$22K 0.01%
110
-61
182
$21.9K 0.01%
111
+51
183
$21.4K 0.01%
114
+61
184
$20.9K 0.01%
43
+21
185
$20.5K 0.01%
656
+11
186
$20.2K 0.01%
1,188
+35
187
$19.9K 0.01%
431
188
$19.7K 0.01%
436
+108
189
$19.6K 0.01%
327
190
$19.6K 0.01%
70
-15
191
$19.5K 0.01%
273
+8
192
$18.8K 0.01%
69
+27
193
$18.6K 0.01%
38
+1
194
$18.6K 0.01%
826
-1
195
$18.4K 0.01%
149
+20
196
$18.3K 0.01%
240
+73
197
$18.2K 0.01%
645
+146
198
$18.2K 0.01%
318
+4
199
$17.9K 0.01%
67
-14
200
$17.7K 0.01%
282
-64
6 7
8
9 10