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DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.61B
1-Year Est. Return
33.12%
This Fund
S&P 500
1 Year Est. Return
+33.12%
AUM
$148M
AUM Growth
+$1.58M
(+1.1%)
Holding
53
Top Buys
| 1 | +$311K | |
| 2 | +$224K | |
| 3 | +$207K | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$160K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$143K |
Top Sells
| 1 | +$350K | |
| 2 | +$323K | |
| 3 | +$181K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$164K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$159K |
Sector Composition
| 1 | Energy | 0.68% |
| 2 | Industrials | 0.62% |
| 3 | Technology | 0.5% |
| 4 | Communication Services | 0.44% |
| 5 | Consumer Staples | 0.24% |