DWM

Dakota Wealth Management Portfolio holdings

AUM $4.75B
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
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 Sells

1 +$8.97M
2 +$7.01M
3 +$5.73M
4
MCY icon
Mercury Insurance
MCY
+$5.5M
5
DOW icon
Dow Inc
DOW
+$5.23M

Sector Composition

1 Technology 14.94%
2 Financials 11.43%
3 Communication Services 8.59%
4 Consumer Discretionary 8.15%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-42,700
352
-30,350
353
-151,200
354
-12,850
355
-15,000