DWP
Daymark Wealth Partners Portfolio holdings
AUM
$2.63B
1-Year Return
18.92%
This Quarter Return
+7.65%
1 Year Return
+18.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.35B
AUM Growth
+$593M
(+79%)
Cap. Flow
+$547M
Cap. Flow
% of AUM
40.62%
Top 10 Holdings %
Top 10 Hldgs %
34.53%
Holding
389
New
96
Increased
185
Reduced
77
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$63.8M |
| 2 |
Microsoft
MSFT
|
$34.3M |
| 3 |
Procter & Gamble
PG
|
$16M |
| 4 |
JPMorgan Chase
JPM
|
$15.6M |
| 5 |
NVIDIA
NVDA
|
$13.7M |
Top Sells
Sector Composition
| 1 | Technology | 26.22% |
| 2 | Financials | 12.92% |
| 3 | Healthcare | 10.96% |
| 4 | Consumer Staples | 10.95% |
| 5 | Industrials | 7.46% |
