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
$189M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$387K
3
+$386K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$379K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$325K

Top Sells

1
+$9.5M
2
+$162K
3
+$118K
4
CRM icon
Salesforce
CRM
+$115K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$75.6K

Sector Composition

1 Healthcare 4.28%
2 Technology 3.57%
3 Industrials 1.52%
4 Consumer Staples 1.38%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.11%
+2,063
77
$201K 0.11%
+1,325
78
– –
-169,309
1 2 3
4