DWM

Dopkins Wealth Management Portfolio holdings

AUM $237M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$14.7M
3
+$11.1M
4
TSLA icon
Tesla
TSLA
+$6.33M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6.58%
2 Technology 2.14%
3 Financials 0.44%
4 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$390K 0.38%
+8,430
27
$375K 0.37%
+1,115
28
$339K 0.33%
+2,307
29
$333K 0.33%
+2,000
30
$333K 0.33%
+4,000
31
$322K 0.32%
+6,392
32
$308K 0.3%
+8,224
33
$263K 0.26%
+7,105
34
$261K 0.26%
+1,080
35
$247K 0.24%
+7,108
36
$203K 0.2%
+1,769
37
$177K 0.17%
+15,585
38
$154K 0.15%
+16,575
1
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