DWM

Daner Wealth Management Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14.5M
3 +$12.9M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$11.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$9.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 2.21%
3 Industrials 1.37%
4 Financials 1.17%
5 Communication Services 1.11%