DWM
Dopkins Wealth Management Portfolio holdings
AUM
$223M
This Quarter Return
-1.41%
1 Year Return
+12.46%
3 Year Return
+49.49%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+0.18%)
Cap. Flow
+$4.24M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
60.99%
Holding
89
New
3
Increased
41
Reduced
19
Closed
5
Top Buys
Top Sells
| 1 |
IBM
IBM
|
$888K |
| 2 |
Union Pacific
UNP
|
$727K |
| 3 |
Chevron
CVX
|
$586K |
| 4 |
Exxon Mobil
XOM
|
$322K |
| 5 |
Dimensional US Equity ETF
DFUS
|
$278K |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Financials | 1.5% |
| 3 | Energy | 0.7% |
| 4 | Industrials | 0.4% |
| 5 | Consumer Staples | 0.4% |
