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DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.61B
1-Year Est. Return
33.12%
This Fund
S&P 500
1 Year Est. Return
+33.12%
AUM
$189M
AUM Growth
+$4M
(+2.2%)
Holding
78
Top Buys
| 1 | +$417K | |
| 2 | +$389K | |
| 3 | +$370K | |
| 4 |
Caterpillar
CAT
|
+$341K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$321K |
Top Sells
| 1 | +$9.5M | |
| 2 | +$155K | |
| 3 | +$118K | |
| 4 |
Salesforce
CRM
|
+$115K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$73.5K |
Sector Composition
| 1 | Healthcare | 4.28% |
| 2 | Technology | 3.57% |
| 3 | Industrials | 1.52% |
| 4 | Consumer Staples | 1.38% |
| 5 | Financials | 0.79% |