DWM

DecisionMap Wealth Management Portfolio holdings

AUM $156M
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.42M
3
+$1.2M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$781K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$692K

Top Sells

1
+$1.04M
2
+$753K
3
+$571K
4
BNL icon
Broadstone Net Lease
BNL
+$442K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$398K

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 Change
in Stake 		Capital Flow
51
$700K 0.53%
5,005
+465
52
$694K 0.53%
5,242
+171
53
$678K 0.52%
2,174
-66
54
$675K 0.51%
6,884
+117
55
$650K 0.49%
1,696
+211
56
$614K 0.47%
6,225
-674
57
$599K 0.46%
2,315
-5
58
$595K 0.45%
2,182
+188
59
$587K 0.45%
5,280
+24
60
$585K 0.44%
+6,241
61
$576K 0.44%
9,681
+745
62
$565K 0.43%
3,376
-440
63
$561K 0.43%
3,589
-295
64
$560K 0.43%
28,296
-197
65
$552K 0.42%
3,681
+453
66
$550K 0.42%
11,741
+2,735
67
$549K 0.42%
6,107
+174
68
$513K 0.39%
20,399
+544
69
$512K 0.39%
7,366
+1,661
70
$511K 0.39%
22,217
+2,029
71
$496K 0.38%
4,843
+76
72
$494K 0.38%
746
+17
73
$494K 0.38%
598
+36
74
$475K 0.36%
7,480
+647
75
$449K 0.34%
18,542
+4,896
1 2
3
4 5