DWP
Daymark Wealth Partners Portfolio holdings
AUM
$2.63B
This Quarter Return
+9.56%
1 Year Return
+18.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$565M
AUM Growth
–
Cap. Flow
+$565M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
228
New
228
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$50M |
| 2 |
Apple
AAPL
|
$29.7M |
| 3 |
Microsoft
MSFT
|
$26.4M |
| 4 |
US Bancorp
USB
|
$24.9M |
| 5 |
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% |
