DWM

Dakota Wealth Management Portfolio holdings

AUM $4.75B
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.55M
3
+$8.37M
4
CTAS icon
Cintas
CTAS
+$8.32M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.31M

Top Sells

1
+$9.36M
2
+$8.56M
3
+$7.71M
4
NEE icon
NextEra Energy
NEE
+$6.06M
5
ZTS icon
Zoetis
ZTS
+$5.47M

Sector Composition

1 Technology 15.05%
2 Financials 7.65%
3 Healthcare 7.32%
4 Industrials 6.45%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$227K 0.01%
18,583
-26
577
$226K 0.01%
1,584
-1,058
578
$225K 0.01%
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579
$225K 0.01%
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580
$224K 0.01%
+3,000
581
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582
$223K 0.01%
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583
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584
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585
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586
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588
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589
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591
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592
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600
$210K 0.01%
20,000
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22 23
24
25 26