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
426
$221K 0.02%
48,500
427
$219K 0.02%
+2,395
428
$218K 0.02%
+2,275
429
$216K 0.02%
28,522
430
$215K 0.02%
4,603
-1,000
431
$214K 0.02%
+7,785
432
$214K 0.02%
+1,889
433
$213K 0.02%
5,956
+367
434
$212K 0.02%
20,000
435
$211K 0.02%
+11,022
436
$211K 0.02%
5,378
+811
437
$209K 0.02%
+4,256
438
$206K 0.02%
+1,947
439
$206K 0.02%
20,810
-70
440
$204K 0.02%
+1,756
441
$202K 0.02%
+94
442
$202K 0.02%
+3,771
443
$202K 0.02%
+3,460
444
$201K 0.02%
7,009
-8,498
445
$200K 0.02%
+4,968
446
$200K 0.02%
+3,205
447
$200K 0.02%
+5,286
448
$199K 0.02%
+12,510
449
$197K 0.02%
+12,345
450
$196K 0.02%
+10,164
16 17
18
19 20