DWM
David Wealth Management Portfolio holdings
AUM
$134M
1 Year Est. Return
–
AUM
$134M
AUM Growth
+$14.8M
(+12%)
Holding
57
Top Buys
| 1 | +$1.6M | |
| 2 | +$827K | |
| 3 | +$802K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$590K |
| 5 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$385K |
Top Sells
| 1 | +$497K | |
| 2 | +$225K | |
| 3 | +$108K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$46K |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$22.7K |
Sector Composition
| 1 | Healthcare | 5.11% |
| 2 | Technology | 4.94% |
| 3 | Financials | 2.02% |
| 4 | Consumer Discretionary | 1.71% |
| 5 | Industrials | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Growth ETF
VUG
$197B
| $237K | 0.18% |
+540
|
|
||
52
IBM
IBM
$265B
| $230K | 0.17% |
+780
|
|
||
53
AbbVie
ABBV
$410B
| $211K | 0.16% |
1,138
+15
|
|
||
54
Oracle
ORCL
$794B
| $211K | 0.16% |
+965
|
|
||
55
United States Antimony
UAMY
$1.64B
| $21.8K | 0.02% |
+10,000
|
|
||
56
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
| – | – |
-2,871
|
|
||
57
UnitedHealth
UNH
$335B
| – | – |
-430
|
|