DWA

Dougherty Wealth Advisers Portfolio holdings

AUM $177M
1-Year Est. Return 16.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Sells

1 +$875K
2 +$278K
3 +$273K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$133K
5
CPRT icon
Copart
CPRT
+$104K

Sector Composition

1 Technology 5.98%
2 Communication Services 2.29%
3 Financials 2.23%
4 Consumer Discretionary 0.84%
5 Industrials 0.77%