Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Dougherty Wealth Advisers LLC

Industry Market Value
Percent
13 - Oil And Gas Extraction 455,000 1.50
20 - Food And Kindred Products 108,000 0.36
23 - Apparel And Other Finished Products Made From Fabrics And Similar Materials 145,000 0.48
26 - Paper And Allied Products 66,000 0.22
28 - Chemicals And Allied Products 1,096,000 3.61
29 - Petroleum Refining And Related Industries 37,000 0.12
30 - Rubber And Miscellaneous Plastics Products 88,000 0.29
33 - Primary Metal Industries 48,000 0.16
35 - Industrial And Commercial Machinery And Computer Equipment 729,000 2.40
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 180,000 0.59
37 - Transportation Equipment 511,000 1.68
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 665,000 2.19
40 - Railroad Transportation 479,000 1.58
42 - Motor Freight Transportation And Warehousing 96,000 0.32
44 - Water Transportation 39,000 0.13
45 - Transportation By Air 113,000 0.37
48 - Communications 529,000 1.74
49 - Electric, Gas, And Sanitary Services 217,000 0.71
50 - Wholesale Trade-durable Goods 38,000 0.13
51 - Wholesale Trade-non-durable Goods 4,000 0.01
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 178,000 0.59
53 - General Merchandise Stores 25,000 0.08
55 - Automotive Dealers And Gasoline Service Stations 125,000 0.41
58 - Restaurants, Dining, Eating And Drinking Places 218,000 0.72
59 - Miscellaneous Retail 413,000 1.36
60 - Depository Institutions 1,292,000 4.25
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 279,000 0.92
63 - Insurance Carriers 615,000 2.03
64 - Insurance Agents, Brokers, And Service 198,000 0.65
67 - Holding And Other Investment Offices 154,000 0.51
73 - Business Services 2,980,000 9.81
87 - Engineering, Accounting, Research, Management, And Related Services 20,000 0.07
Industry Not Reported 18,230,000 60.03
Total 30,370,000 100.00