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
76
$532K 0.34%
6,657
+330
77
$489K 0.31%
21,130
-1,277
78
$482K 0.31%
19,124
-6,302
79
$468K 0.3%
2,563
-85
80
$460K 0.3%
3,840
-170
81
$452K 0.29%
905
-42
82
$451K 0.29%
4,730
-337
83
$430K 0.28%
756
+2
84
$386K 0.25%
810
+15
85
$382K 0.25%
7,562
-919
86
$367K 0.24%
2,520
-178
87
$362K 0.23%
7,229
+119
88
$351K 0.22%
3,403
-120
89
$350K 0.22%
378
-32
90
$343K 0.22%
15,639
91
$342K 0.22%
17,228
92
$335K 0.21%
2,155
+207
93
$325K 0.21%
11,160
-2,084
94
$322K 0.21%
1,268
-77
95
$313K 0.2%
2,776
+109
96
$298K 0.19%
1,286
+147
97
$297K 0.19%
1,258
-42
98
$296K 0.19%
1,420
-2
99
$289K 0.19%
1,998
+3
100
$287K 0.18%
360
+6
2 3
4
5 6