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
76
$537K 0.37%
4,010
+140
77
$523K 0.36%
5,448
+605
78
$515K 0.35%
22,407
+190
79
$511K 0.35%
5,067
+788
80
$500K 0.34%
23,770
+7,136
81
$439K 0.3%
947
-16
82
$425K 0.29%
8,481
+893
83
$424K 0.29%
754
-12
84
$406K 0.28%
410
-11
85
$366K 0.25%
13,244
86
$364K 0.25%
2,698
+1
87
$361K 0.25%
2,648
-655
88
$349K 0.24%
7,110
+1,275
89
$345K 0.24%
3,523
-5,174
90
$343K 0.24%
15,639
+2,721
91
$342K 0.23%
17,228
+3,034
92
$339K 0.23%
1,150
-228
93
$319K 0.22%
1,345
-73
94
$308K 0.21%
795
+9
95
$300K 0.21%
+3,742
96
$299K 0.21%
1,300
-79
97
$288K 0.2%
2,667
-109
98
$287K 0.2%
726
-18
99
$281K 0.19%
598
+89
100
$280K 0.19%
6,165
-357
2 3
4
5 6