Portfolio (Quarterly)
Guide ↗
Dogwood Wealth Management LLC
· CIK 0002056922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | FUL | FULLER H B CO | Basic Materials | 2 | $123.0 | — | SOLD |
| 82 | SFIX | STITCH FIX INC | Consumer Cyclical | 37 | $122.0 | — | SOLD |
| 83 | SCHL | SCHOLASTIC CORP | Communication Services | 3 | $117.0 | — | SOLD |
| 84 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 3 | $110.0 | — | SOLD |
| 85 | ALV | AUTOLIV INC | Consumer Cyclical | 1 | $105.0 | — | SOLD |
| 86 | BTU | PEABODY ENGR CORP | Energy | 3 | $99.0 | — | SOLD |
| 87 | LTBR | LIGHTBRIDGE CORP | Industrials | 4 | $43.0 | — | SOLD |
| 88 | LAB | STANDARD BIOTOOLS INC | Healthcare | 27 | $25.0 | — | SOLD |
| 89 | — | TALPHERA INC | — | 10 | $7.0 | — | SOLD |
| 90 | — | EDESA BIOTECH INC | — | 1 | $5.0 | — | SOLD |
| 91 | — | GALMED PHARMACEUTICALS LTD | — | 1 | — | — | SOLD |
Sector Allocation
Financial Services
33.8%
Technology
30.9%
Industrials
8.0%
Healthcare
5.7%
Consumer Cyclical
5.7%
Consumer Defensive
5.5%
Communication Services
4.3%
Real Estate
2.6%
Energy
1.5%
Utilities
1.3%