DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.75B
1-Year Return
20.33%
This Quarter Return
+11.88%
1 Year Return
+20.33%
3 Year Return
+81.68%
5 Year Return
+136.33%
10 Year Return
+228.09%
AUM
$503M
AUM Growth
+$61.1M
(+14%)
Cap. Flow
+$56.8M
Cap. Flow
% of AUM
11.3%
Top 10 Holdings %
Top 10 Hldgs %
25.72%
Holding
345
New
68
Increased
83
Reduced
105
Closed
45
Top Buys
| 1 |
Deere & Co
DE
|
$3.94M |
| 2 |
Eli Lilly
LLY
|
$3.79M |
| 3 |
Thermo Fisher Scientific
TMO
|
$3.63M |
| 4 |
Paychex
PAYX
|
$3.3M |
| 5 |
Medical Properties Trust
MPW
|
$2.85M |
Top Sells
| 1 |
Amgen
AMGN
|
$3.56M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$3.21M |
| 3 |
CVS Health
CVS
|
$2.93M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$2.11M |
| 5 |
IBM
IBM
|
$1.96M |
Sector Composition
| 1 | Technology | 8.49% |
| 2 | Real Estate | 5.99% |
| 3 | Consumer Discretionary | 5.66% |
| 4 | Healthcare | 5.5% |
| 5 | Financials | 5.35% |
