DWM

DecisionMap Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
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
51
$797K 0.55%
2,508
-439
52
$767K 0.53%
12,538
+797
53
$749K 0.51%
4,238
-196
54
$726K 0.5%
5,855
-370
55
$701K 0.48%
1,812
+116
56
$695K 0.48%
2,324
+150
57
$667K 0.46%
4,571
-671
58
$661K 0.45%
2,266
+84
59
$657K 0.45%
7,174
+290
60
$648K 0.44%
2,315
61
$640K 0.44%
25,426
+5,027
62
$629K 0.43%
3,544
-45
63
$608K 0.42%
5,527
+247
64
$606K 0.42%
27,412
-884
65
$597K 0.41%
24,605
+6,063
66
$595K 0.41%
743
-3
67
$593K 0.41%
+3,805
68
$581K 0.4%
8,418
+1,052
69
$575K 0.39%
6,327
+86
70
$573K 0.39%
22,555
+5,831
71
$568K 0.39%
23,389
+6,082
72
$551K 0.38%
23,611
+6,376
73
$551K 0.38%
8,002
-603
74
$549K 0.38%
24,974
+6,638
75
$548K 0.38%
6,287
+180
1 2
3
4 5