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
51
$887K 0.57%
10,736
+198
52
$875K 0.56%
34,040
53
$875K 0.56%
3,592
+48
54
$790K 0.51%
4,236
-2
55
$735K 0.47%
4,392
-179
56
$680K 0.44%
703
-40
57
$680K 0.44%
2,315
58
$679K 0.44%
5,927
+72
59
$670K 0.43%
2,716
+392
60
$662K 0.42%
1,942
-324
61
$643K 0.41%
26,445
+1,840
62
$640K 0.41%
7,567
+393
63
$634K 0.41%
27,246
-166
64
$634K 0.41%
5,699
+172
65
$621K 0.4%
24,319
+1,764
66
$617K 0.4%
+3,108
67
$614K 0.39%
25,234
+1,845
68
$599K 0.38%
25,534
+1,923
69
$598K 0.38%
27,019
+2,045
70
$593K 0.38%
10,682
+2,264
71
$592K 0.38%
4,047
+242
72
$566K 0.36%
5,938
-349
73
$550K 0.35%
25,910
+2,140
74
$537K 0.34%
4,054
-1,394
75
$533K 0.34%
7,990
-12
1 2
3
4 5