DWM

Daner Wealth Management Portfolio holdings

AUM $163M
This Fund
S&P 500
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 +$15.6M
2 +$13.3M
3 +$11.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$11.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$8.8M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.14%
+1,128
77
$209K 0.14%
+1,316
78
$203K 0.14%
+604
79
$203K 0.14%
+2,214
80
$202K 0.14%
+1,979
81
$201K 0.14%
+2,155