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DWM

Dakota Wealth Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 33.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.55M
3
+$3.3M
4
PAYX icon
Paychex
PAYX
+$3.03M
5
MPT
Medical Properties Trust
MPT
+$2.74M

Top Sells

1
+$3.58M
2
+$3.15M
3
+$2.93M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.11M
5
IBM icon
IBM
IBM
+$1.85M

Sector Composition

1 Technology 8.49%
2 Real Estate 5.99%
3 Consumer Discretionary 5.66%
4 Healthcare 5.5%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
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