DWP
Daymark Wealth Partners Portfolio holdings
AUM
$3.14B
1-Year Est. Return
21.68%
1 Year Est. Return
+21.68%
AUM
$3.14B
AUM Growth
+$193M
(+6.6%)
Holding
634
Top Buys
| 1 | +$62.9M | |
| 2 | +$32.8M | |
| 3 | +$24.2M | |
| 4 |
Apple
AAPL
|
+$20.7M |
| 5 |
Stryker
SYK
|
+$13.1M |
Top Sells
| 1 | +$24.2M | |
| 2 | +$18.2M | |
| 3 | +$15.3M | |
| 4 |
Salesforce
CRM
|
+$15.3M |
| 5 |
K
Kellanova
K
|
+$15.1M |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Financials | 11.59% |
| 3 | Healthcare | 7.04% |
| 4 | Industrials | 6.67% |
| 5 | Communication Services | 5.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Carlisle Companies
CSL
$15.2B
| – | – |
-3,011
|
|
||
627
Coupang
CPNG
$38.6B
| – | – |
-10,307
|
|
||
628
Coinbase
COIN
$65B
| – | – |
-878
|
|
||
629
Celestica
CLS
$36.1B
| – | – |
-919
|
|
||
630
Cleveland-Cliffs
CLF
$7.98B
| – | – |
-10,250
|
|
||
631
Crown Castle
CCI
$39.6B
| – | – |
-2,429
|
|
||
632
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.7B
| – | – |
-2,451
|
|
||
633
Better Home & Finance Holding
BETR
$532M
| – | – |
-4,258
|
|
||
634
Amcor
AMCR
$18.9B
| – | – |
-12,872
|
|