DWP

Daymark Wealth Partners Portfolio holdings

AUM $3.14B
1-Year Est. Return 21.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$31.6M
3
+$15.9M
4
JPM icon
JPMorgan Chase
JPM
+$14.7M
5
PGR icon
Progressive
PGR
+$13M

Top Sells

1
+$1.63M
2
+$1.54M
3
+$1.2M
4
SYK icon
Stryker
SYK
+$1.14M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.05M

Sector Composition

1 Technology 26.22%
2 Financials 12.95%
3 Healthcare 10.96%
4 Consumer Staples 10.95%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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