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
601
$210K 0.01%
5,300
-868
602
$210K 0.01%
+2,799
603
$207K 0.01%
+9,290
604
$207K 0.01%
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605
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606
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607
$204K 0.01%
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608
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610
$201K 0.01%
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611
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612
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613
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614
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615
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17,206
616
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15,000
617
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15,000
618
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620
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622
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18,642
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623
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19,160
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624
$138K 0.01%
13,025
625
$136K 0.01%
12,650