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
$4.24B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$24.2M
3
+$13.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12M
5
ELF icon
e.l.f. Beauty
ELF
+$11.7M

Top Sells

1
+$13.5M
2
+$11.9M
3
+$10.3M
4
DIS icon
Walt Disney
DIS
+$8.22M
5
HD icon
Home Depot
HD
+$7.78M

Sector Composition

1 Technology 30.89%
2 Financials 6.19%
3 Healthcare 6.07%
4 Communication Services 4.72%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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