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
$131M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.42M
3
+$1.2M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$781K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$692K

Top Sells

1
+$1.04M
2
+$753K
3
+$571K
4
BNL icon
Broadstone Net Lease
BNL
+$442K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$398K

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 Change
in Stake 		Capital Flow
76
$448K 0.34%
4,279
+541
77
$430K 0.33%
963
-58
78
$422K 0.32%
16,724
+4,785
79
$420K 0.32%
766
+24
80
$418K 0.32%
17,307
+4,914
81
$401K 0.31%
766
-15
82
$399K 0.3%
17,235
+5,357
83
$398K 0.3%
18,336
+5,741
84
$398K 0.3%
421
+5
85
$380K 0.29%
+7,588
86
$361K 0.27%
387
+2
87
$352K 0.27%
13,244
-412
88
$345K 0.26%
16,634
+4,966
89
$343K 0.26%
1,378
+197
90
$330K 0.25%
2,776
+69
91
$329K 0.25%
2,697
-40
92
$326K 0.25%
1,379
+41
93
$322K 0.24%
1,924
+225
94
$314K 0.24%
1,418
-85
95
$294K 0.22%
6,522
+1,117
96
$290K 0.22%
5,835
+659
97
$282K 0.21%
1,514
-52
98
$281K 0.21%
12,918
99
$279K 0.21%
14,194
100
$279K 0.21%
3,303
+124
1 2 3
4
5