DWM

DecisionMap Wealth Management Portfolio holdings

AUM $131M
AUM
$131M
AUM Growth
+$5.29M
Cap. Flow
+$10M
Cap. Flow %
7.62%
Top 10 Hldgs %
35.99%
Holding
122
New
11
Increased
67
Reduced
37
Closed
4

Top Buys

1
$1.45M
2
$1.42M
3
$1.2M
4
$781K
5
$692K

Top Sells

1
$753K
2
$571K
3
$442K
4
$226K
5
$214K

Sector Composition

1Technology10.23%
2Consumer Staples5.41%
3Consumer Discretionary4.42%
4Financials3.4%
5Communication Services2.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.08M6.9%16,156
+148
+0.9%
+$83.2K
$6.44M4.9%80,095
+7,763
+11%
+$624K
$4.93M3.75%96,468
+27,737
+40%
+$1.42M
$4.9M3.73%64,761
+1,030
+2%
+$77.9K
$4.16M3.16%114,578
-148
-0.1%
-$5.37K
$3.99M3.03%62,360
+4,366
+8%
+$279K
$3.84M2.92%91,234
+2,166
+2%
+$91.1K
$3.4M2.58%15,299
+377
+3%
+$83.7K
$3.34M2.54%6,508
-43
-0.7%
-$22.1K
$3.26M2.48%60,318
+9,550
+19%
+$515K
$3M2.28%30,329
-7,609
-20%
-$753K
$2.91M2.21%7,755
+105
+1%
+$39.4K
$2.75M2.09%38,336
-3,160
-8%
-$226K
$2.52M1.92%48,184
-4,088
-8%
-$214K
$2.35M1.79%21,721
-423
-2%
-$45.8K
$2.29M1.74%24,393
-6,087
-20%
-$571K
$2.29M1.74%21,855
+4,640
+27%
+$485K
$2.22M1.69%23,718
+1,788
+8%
+$167K
$2.17M1.65%30,213
+10,858
+56%
+$781K
$2.14M1.63%46,801
+31,748
+211%
+$1.45M
$2.08M1.58%3,904
+28
+0.7%
+$14.9K
$1.84M1.4%6,684
+309
+5%
+$84.9K
$1.49M1.14%31,428
-3,092
-9%
-$147K
$1.47M1.12%7,749
+423
+6%
+$80.5K
$1.34M1.02%12,955
+6,691
+107%
+$692K
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