DWM
Dakota Wealth Management Portfolio holdings
AUM
$4.75B
This Quarter Return
+2.67%
1 Year Return
+20.33%
3 Year Return
+81.68%
5 Year Return
+136.33%
10 Year Return
+228.09%
AUM
$360M
AUM Growth
+$360M
(+86%)
Cap. Flow
+$163M
Cap. Flow
% of AUM
45.21%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
209
New
117
Increased
62
Reduced
19
Closed
7
Top Buys
| 1 |
Essex Property Trust
ESS
|
$19.6M |
| 2 |
Amazon
AMZN
|
$5.21M |
| 3 |
Microsoft
MSFT
|
$5.14M |
| 4 |
Apple
AAPL
|
$4.68M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.27M |
Top Sells
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Real Estate | 5.45% |
| 3 | Healthcare | 5.13% |
| 4 | Financials | 5.01% |
| 5 | Consumer Discretionary | 4.13% |
