DWM

DecisionMap Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$396K
3
+$206K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$205K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$204K

Top Sells

1
+$701K
2
+$247K
3
+$218K
4
NOW icon
ServiceNow
NOW
+$204K
5
CHRW icon
C.H. Robinson
CHRW
+$164K

Sector Composition

1 Technology 11.18%
2 Consumer Staples 3.88%
3 Consumer Discretionary 3.84%
4 Financials 3.52%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.96%
2,039
+24
27
$1.42M 0.91%
13,735
+587
28
$1.37M 0.88%
8,933
-222
29
$1.36M 0.87%
25,162
+718
30
$1.33M 0.85%
27,619
-1,317
31
$1.26M 0.81%
3,819
+329
32
$1.25M 0.8%
23,584
+1,083
33
$1.21M 0.78%
1,823
-35
34
$1.2M 0.77%
12,241
-765
35
$1.19M 0.76%
3,474
-36
36
$1.15M 0.74%
36,130
37
$1.13M 0.72%
2,533
+25
38
$1.11M 0.71%
18,817
39
$1.07M 0.69%
11,990
+1,030
40
$982K 0.63%
9,986
-21
41
$971K 0.62%
1,273
+9
42
$964K 0.62%
38,687
+5,375
43
$960K 0.62%
2,370
-249
44
$955K 0.61%
3,027
+20
45
$951K 0.61%
8,926
+536
46
$946K 0.61%
14,552
+2,014
47
$945K 0.61%
5,095
-525
48
$911K 0.58%
2,826
-13
49
$909K 0.58%
50,842
50
$907K 0.58%
3,224
-968
1
2
3 4 5