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
$1.5B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.3M
3
+$8.25M
4
META icon
Meta Platforms (Facebook)
META
+$8.21M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$8.17M

Top Sells

1
+$11.5M
2
+$9.9M
3
+$9.75M
4
HD icon
Home Depot
HD
+$9.6M
5
RSG icon
Republic Services
RSG
+$9.1M

Sector Composition

1 Technology 13.95%
2 Healthcare 10.32%
3 Financials 10.28%
4 Industrials 7.49%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$210K 0.01%
+4,414
552
$208K 0.01%
+3,678
553
$207K 0.01%
+1,915
554
$207K 0.01%
+1,913
555
$206K 0.01%
+4,403
556
$206K 0.01%
+834
557
$206K 0.01%
+5,422
558
$205K 0.01%
+1,907
559
$204K 0.01%
1,290
-175
560
$203K 0.01%
+5,426
561
$202K 0.01%
+1,792
562
$201K 0.01%
7,516
+805
563
$201K 0.01%
4,879
-483
564
$201K 0.01%
10,374
-185
565
$200K 0.01%
25,000
566
$197K 0.01%
+18,500
567
$197K 0.01%
+10,209
568
$191K 0.01%
18,300
-1,000
569
$188K 0.01%
15,970
570
$186K 0.01%
21,321
+10,061
571
$183K 0.01%
17,806
572
$182K 0.01%
16,000
573
$180K 0.01%
35,275
-1,865
574
$171K 0.01%
21,120
+3,865
575
$168K 0.01%
+14,719
21 22
23
24 25