DWM
Daner Wealth Management Portfolio holdings
AUM
$163M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$163M
AUM Growth
+$9.34M
(+6.1%)
Holding
105
Top Buys
| 1 | +$602K | |
| 2 | +$436K | |
| 3 | +$392K | |
| 4 |
Constellation Energy
CEG
|
+$374K |
| 5 |
NextEra Energy
NEE
|
+$363K |
Top Sells
| 1 | +$320K | |
| 2 | +$320K | |
| 3 | +$296K | |
| 4 |
TKO Group
TKO
|
+$266K |
| 5 |
Chipotle Mexican Grill
CMG
|
+$263K |
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Consumer Discretionary | 2.29% |
| 3 | Financials | 1.61% |
| 4 | Industrials | 1.4% |
| 5 | Healthcare | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
S&P Global
SPGI
$133B
| – | – |
-450
|
|
||
|
102
TKO Group
TKO
$17.1B
| – | – |
-1,406
|
|
||
103
T-Mobile US
TMUS
$242B
| – | – |
-1,291
|
|
||
104
United Parcel Service
UPS
$93.8B
| – | – |
-3,699
|
|
||
|
XYZ
105
Block Inc
XYZ
$39.6B
| – | – |
-4,252
|
|