DWA

Dougherty Wealth Advisers Portfolio holdings

AUM $155M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.9M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7%
2 Financials 4.61%
3 Healthcare 2.9%
4 Industrials 2.68%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.05K ﹤0.01%
30
127
$985 ﹤0.01%
25
128
$782 ﹤0.01%
75
129
$697 ﹤0.01%
7
130
$595 ﹤0.01%
+50
131
$399 ﹤0.01%
4
132
0
133
-15
134
-20
135
-31
136
-43
137
-24
138
0
139
-133
140
-25
141
-40
142
-13