We are live on
!
Find out more
DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.62B
1-Year Est. Return
33.09%
This Fund
S&P 500
This Quarter
Est. Return
+1.31%
1 Year Est. Return
+33.09%
3 Year Est. Return
+92.99%
5 Year Est. Return
+117.08%
10 Year Est. Return
+301.54%
AUM
$4.62B
AUM Growth
-$1.01B
(-18%)
Cap. Flow
-$1.18B
Cap. Flow
% of AUM
-25.44%
Top 10 Holdings %
Top 10 Hldgs %
22.4%
Holding
852
New
75
Increased
243
Reduced
379
Closed
86
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$44.3M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$27M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$26.5M |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$24.3M |
| 5 |
Dell
DELL
|
+$8.71M |
Top Sells
| 1 |
KLA
KLAC
|
+$1.18B |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$35M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$15.9M |
| 4 |
Broadcom
AVGO
|
+$10.7M |
| 5 |
Boston Scientific
BSX
|
+$9.24M |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Financials | 6.88% |
| 3 | Industrials | 6.32% |
| 4 | Healthcare | 5.02% |
| 5 | Communication Services | 5% |
Similar funds
ECM
LPPI
ANTB
VCM
ACM
AG
SCM
MRC