DWM

Dakota Wealth Management Portfolio holdings

AUM $4.96B
1-Year Est. Return 26.74%
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$6.95M
3
+$6.41M
4
CTAS icon
Cintas
CTAS
+$5.48M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.47M

Top Sells

1
+$7.03M
2
+$6.33M
3
+$5.32M
4
EA icon
Electronic Arts
EA
+$5.07M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$4.38M

Sector Composition

1 Technology 14.12%
2 Financials 11.25%
3 Consumer Discretionary 10.05%
4 Communication Services 7.75%
5 Healthcare 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
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