DWP

Daymark Wealth Partners Portfolio holdings

AUM $2.63B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$50M
2 +$29.7M
3 +$26.4M
4
USB icon
US Bancorp
USB
+$24.9M
5
AMGN icon
Amgen
AMGN
+$19.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.26%
2 Financials 17.17%
3 Healthcare 14.64%
4 Consumer Staples 13.33%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$85.8K 0.02%
+10,997
227
$85.3K 0.02%
+17,000
228
$51.5K 0.01%
+10,000