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
$2.18B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$12.2M
3 +$10.4M
4
AMZN icon
Amazon
AMZN
+$8.93M
5
NCPB icon
Nuveen Core Plus Bond ETF
NCPB
+$8.73M

Sector Composition

1 Technology 28.96%
2 Financials 10.56%
3 Consumer Staples 8.66%
4 Healthcare 7.61%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$407K 0.02%
+2,261
352
$404K 0.02%
16,912
-458
353
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5,546
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354
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355
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356
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357
$393K 0.02%
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358
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360
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361
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3,606
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29,327
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5,857
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15,997
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