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
$4B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$627M
2
+$39.9M
3
+$34.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.2M

Top Sells

1
+$18.8M
2
+$13.8M
3
+$8.07M
4
PNC icon
PNC Financial Services
PNC
+$7.07M
5
ADBE icon
Adobe
ADBE
+$6.64M

Sector Composition

1 Technology 28.36%
2 Healthcare 6.58%
3 Financials 6.2%
4 Industrials 5.18%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
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