DWM
DecisionMap Wealth Management Portfolio holdings
AUM $131M
AUM
$131M
AUM Growth
+$5.29M (+4%)
Cap. Flow
+$10M
Cap. Flow % of AUM
7.62%
Top 10 Holdings %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
| 1 | Technology | 10.23% |
| 2 | Consumer Staples | 5.41% |
| 3 | Consumer Discretionary | 4.42% |
| 4 | Financials | 3.4% |
| 5 | Communication Services | 2.99% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $700K | 0.53% | 5,005 +465 | +10% | +$65K | |||
| $694K | 0.53% | 5,242 +171 | +3% | +$22.7K | |||
| $678K | 0.52% | 2,174 -66 | -3% | -$20.6K | |||
| $675K | 0.51% | 6,884 +117 | +2% | +$11.5K | |||
| $650K | 0.49% | 1,696 +211 | +14% | +$80.9K | |||
| $614K | 0.47% | 6,225 -674 | -10% | -$66.5K | |||
| $599K | 0.46% | 2,315 -5 | -0.2% | -$1.29K | |||
| $595K | 0.45% | 2,182 +188 | +9% | +$51.2K | |||
| $587K | 0.45% | 5,280 +24 | +0.5% | +$2.67K | |||
| $585K | 0.44% | 6,241 | New | +$585K | |||
| $576K | 0.44% | 9,681 +745 | +8% | +$44.4K | |||
| $565K | 0.43% | 3,376 -440 | -12% | -$73.7K | |||
| $561K | 0.43% | 3,589 -295 | -8% | -$46.1K | |||
| $560K | 0.43% | 28,296 -197 | -0.7% | -$3.9K | |||
| $552K | 0.42% | 3,681 +453 | +14% | +$67.9K | |||
| $550K | 0.42% | 11,741 +2,735 | +30% | +$128K | |||
| $549K | 0.42% | 6,107 +174 | +3% | +$15.6K | |||
| $513K | 0.39% | 20,399 +544 | +3% | +$13.7K | |||
| $512K | 0.39% | 7,366 +1,661 | +29% | +$115K | |||
| $511K | 0.39% | 22,217 +2,029 | +10% | +$46.6K | |||
| $496K | 0.38% | 4,843 +76 | +2% | +$7.78K | |||
| $494K | 0.38% | 746 +17 | +2% | +$11.3K | |||
| $494K | 0.38% | 598 +36 | +6% | +$29.7K | |||
| $475K | 0.36% | 7,480 +647 | +9% | +$41.1K | |||
| $449K | 0.34% | 18,542 +4,896 | +36% | +$119K |
