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
401
$250K 0.02%
+4,125
402
$249K 0.02%
25,000
403
$247K 0.02%
12,682
-550
404
$246K 0.02%
1,141
+39
405
$246K 0.02%
1,787
406
$244K 0.02%
+7,906
407
$243K 0.02%
+2,031
408
$239K 0.02%
+4,709
409
$239K 0.02%
+5,154
410
$238K 0.02%
+1,037
411
$238K 0.02%
+3,867
412
$235K 0.02%
+6,161
413
$234K 0.02%
+2,696
414
$234K 0.02%
+21,441
415
$234K 0.02%
22,700
416
$233K 0.02%
+5,350
417
$233K 0.02%
25,000
418
$229K 0.02%
+1,891
419
$228K 0.02%
+1,785
420
$228K 0.02%
+21,648
421
$228K 0.02%
+12,388
422
$226K 0.02%
1,166
-36
423
$224K 0.02%
10,456
424
$223K 0.02%
5,285
-1,712
425
$223K 0.02%
22,000
15 16
17
18 19