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
$146M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$572K
3
+$519K
4
PG icon
Procter & Gamble
PG
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$347K

Top Sells

1
+$552K
2
+$506K
3
+$475K
4
UNH icon
UnitedHealth
UNH
+$401K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K

Sector Composition

1 Technology 11.54%
2 Consumer Staples 4.5%
3 Consumer Discretionary 3.82%
4 Financials 3.57%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.51T
$797K 0.55%
2,508
-439
IBIT icon
52
iShares Bitcoin Trust
IBIT
$69.6B
$767K 0.53%
12,538
+797
VTV icon
53
Vanguard Value ETF
VTV
$154B
$749K 0.51%
4,238
-196
DIS icon
54
Walt Disney
DIS
$188B
$726K 0.5%
5,855
-370
ADBE icon
55
Adobe
ADBE
$146B
$701K 0.48%
1,812
+116
ACN icon
56
Accenture
ACN
$166B
$695K 0.48%
2,324
+150
RTX icon
57
RTX Corp
RTX
$229B
$667K 0.46%
4,571
-671
GD icon
58
General Dynamics
GD
$90.9B
$661K 0.45%
2,266
+84
SBUX icon
59
Starbucks
SBUX
$96.8B
$657K 0.45%
7,174
+290
VO icon
60
Vanguard Mid-Cap ETF
VO
$89.8B
$648K 0.44%
2,315
IBDQ icon
61
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$640K 0.44%
25,426
+5,027
GOOG icon
62
Alphabet (Google) Class C
GOOG
$3.87T
$629K 0.43%
3,544
-45
TIP icon
63
iShares TIPS Bond ETF
TIP
$14.5B
$608K 0.42%
5,527
+247
SCHF icon
64
Schwab International Equity ETF
SCHF
$53.9B
$606K 0.42%
27,412
-884
IBDR icon
65
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.54B
$597K 0.41%
24,605
+6,063
ASML icon
66
ASML
ASML
$427B
$595K 0.41%
743
-3
ZTS icon
67
Zoetis
ZTS
$52.3B
$593K 0.41%
+3,805
NVO icon
68
Novo Nordisk
NVO
$213B
$581K 0.4%
8,418
+1,052
CL icon
69
Colgate-Palmolive
CL
$62.8B
$575K 0.39%
6,327
+86
IBDT icon
70
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$573K 0.39%
22,555
+5,831
IBDS icon
71
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
$568K 0.39%
23,389
+6,082
IBDU icon
72
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$551K 0.38%
23,611
+6,376
UL icon
73
Unilever
UL
$146B
$551K 0.38%
9,002
-679
IBDV icon
74
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
$549K 0.38%
24,974
+6,638
MDT icon
75
Medtronic
MDT
$130B
$548K 0.38%
6,287
+180
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3
4 5