DWM
Dakota Wealth Management Portfolio holdings
AUM
$5.63B
1-Year Est. Return
32.41%
1 Year Est. Return
+32.41%
AUM
$4.96B
AUM Growth
+$207M
(+4.4%)
Holding
809
Top Buys
| 1 | +$35.9M | |
| 2 | +$14.4M | |
| 3 | +$12.4M | |
| 4 |
Quanta Services
PWR
|
+$11M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$9.63M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$13.7M | |
| 3 | +$13.5M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$12.8M |
| 5 |
IBM
IBM
|
+$12.4M |
Sector Composition
| 1 | Technology | 31.34% |
| 2 | Financials | 7.25% |
| 3 | Communication Services | 5.46% |
| 4 | Consumer Discretionary | 4.76% |
| 5 | Industrials | 4.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Porch Group
PRCH
$929M
| – | – |
-16,058
|
|
||
802
Progress Software
PRGS
$1.78B
| – | – |
-4,265
|
|
||
803
Qualys
QLYS
$4.8B
| – | – |
-1,431
|
|
||
804
Q2 Holdings
QTWO
$4.31B
| – | – |
-3,350
|
|
||
805
RBC Bearings
RBC
$15.6B
| – | – |
-1,633
|
|
||
806
Remitly
RELY
$2.79B
| – | – |
-11,747
|
|
||
807
Royal Gold
RGLD
$21.6B
| – | – |
-3,061
|
|
||
808
Rambus
RMBS
$11.2B
| – | – |
-5,681
|
|