DWM
Dopkins Wealth Management Portfolio holdings
AUM
$223M
This Quarter Return
+0.02%
1 Year Return
+12.46%
3 Year Return
+49.49%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(-0.93%)
Cap. Flow
-$518K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
68.52%
Holding
86
New
2
Increased
35
Reduced
24
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$995K |
| 2 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$473K |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$469K |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$380K |
| 5 |
M&T Bank
MTB
|
$355K |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Financials | 1.2% |
| 3 | Energy | 1.12% |
| 4 | Industrials | 1.09% |
| 5 | Consumer Staples | 0.46% |
