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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
$834M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$7.35M
3
+$6.25M
4
CVX icon
Chevron
CVX
+$6.1M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.56M

Top Sells

1
+$8.95M
2
+$7.1M
3
+$5.5M
4
DOW icon
Dow Inc
DOW
+$5.45M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.36M

Sector Composition

1 Technology 14.96%
2 Financials 11.43%
3 Communication Services 8.59%
4 Consumer Discretionary 8.15%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-151,200
352
– –
-15,000
353
– –
-14,100
354
– –
-16,400
355
– –
-13,100
11 12 13 14
15