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
$1.08B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$6.41M
3
+$5.67M
4
AAPL icon
Apple
AAPL
+$5.2M
5
PRU icon
Prudential Financial
PRU
+$4.98M

Top Sells

1
+$7.19M
2
+$4.54M
3
+$4.32M
4
LOW icon
Lowe's Companies
LOW
+$4.16M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.04M

Sector Composition

1 Technology 14.29%
2 Healthcare 12.51%
3 Financials 11.36%
4 Consumer Discretionary 6.19%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$333K 0.03%
1,413
+65
352
$333K 0.03%
+8,117
353
$331K 0.03%
+5,011
354
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33,300
355
$328K 0.03%
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356
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357
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5
358
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2,398
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360
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361
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362
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363
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364
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365
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366
$306K 0.03%
19,505
367
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368
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369
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370
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998
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371
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754
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25,078
-4,535
373
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+3,168
374
$292K 0.03%
226
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375
$288K 0.03%
2,691
-582
13 14
15
16 17