DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.75B
This Quarter Return
-10.74%
1 Year Return
+20.33%
3 Year Return
+81.68%
5 Year Return
+136.33%
10 Year Return
+228.09%
AUM
$442M
AUM Growth
+$442M
(-0.76%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
28.96%
Holding
301
New
21
Increased
98
Reduced
64
Closed
24
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.54% |
| 2 | Healthcare | 7.02% |
| 3 | Real Estate | 4.73% |
| 4 | Financials | 4.52% |
| 5 | Communication Services | 4.44% |