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 | |
|---|---|---|---|---|---|---|---|
| $448K | 0.34% | 4,279 +541 | +14% | +$56.7K | |||
| $430K | 0.33% | 963 -58 | -6% | -$25.9K | |||
| $422K | 0.32% | 16,724 +4,785 | +40% | +$121K | |||
| $420K | 0.32% | 766 +24 | +3% | +$13.2K | |||
| $418K | 0.32% | 17,307 +4,914 | +40% | +$119K | |||
| $401K | 0.31% | 766 -15 | -2% | -$7.86K | |||
| $399K | 0.3% | 17,235 +5,357 | +45% | +$124K | |||
| $398K | 0.3% | 18,336 +5,741 | +46% | +$125K | |||
| $398K | 0.3% | 421 +5 | +1% | +$4.73K | |||
| $380K | 0.29% | 7,588 | New | +$380K | |||
| $361K | 0.27% | 387 +2 | +0.5% | +$1.87K | |||
| $352K | 0.27% | 13,244 -412 | -3% | -$11K | |||
| $345K | 0.26% | 16,634 +4,966 | +43% | +$103K | |||
| $343K | 0.26% | 1,378 +197 | +17% | +$49K | |||
| $330K | 0.25% | 2,776 +69 | +3% | +$8.21K | |||
| $329K | 0.25% | 2,697 -40 | -1% | -$4.88K | |||
| $326K | 0.25% | 1,379 +41 | +3% | +$9.69K | |||
| $322K | 0.24% | 1,924 +225 | +13% | +$37.6K | |||
| $314K | 0.24% | 1,418 -85 | -6% | -$18.9K | |||
| $294K | 0.22% | 6,522 +1,117 | +21% | +$50.3K | |||
| $290K | 0.22% | 5,835 +659 | +13% | +$32.7K | |||
| $282K | 0.21% | 1,514 -52 | -3% | -$9.69K | |||
| $281K | 0.21% | 12,918 | – | – | |||
| $279K | 0.21% | 14,194 | – | – | |||
| $279K | 0.21% | 3,303 +124 | +4% | +$10.5K |
