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
$2.26B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.9M
3 +$10.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.5M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.75M

Top Sells

1 +$10.2M
2 +$8.13M
3 +$6.32M
4
PANW icon
Palo Alto Networks
PANW
+$6.13M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M

Sector Composition

1 Technology 14.21%
2 Financials 7.88%
3 Healthcare 7.84%
4 Industrials 5.84%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-26,000
702
-18,275
703
-29,970
704
-13,300
705
-133,900