DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$146M
This Quarter Return
+1.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.64%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.42M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.36M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.48M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.99M |
| 5 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.09% |
| 2 | Consumer Staples | 4.92% |
| 3 | Consumer Discretionary | 4.84% |
| 4 | Communication Services | 3.73% |
| 5 | Financials | 3.35% |
