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
$162M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.4M
3
+$1.36M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.21M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$971K

Top Sells

1
+$1.52M
2
+$1.41M
3
+$1.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$815K

Sector Composition

1 Technology 10.61%
2 Consumer Staples 3.79%
3 Consumer Discretionary 3.71%
4 Communication Services 3.52%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
101
AbbVie
ABBV
$379B
$303K 0.19%
1,326
+40
OEF icon
102
iShares S&P 100 ETF
OEF
$29.4B
$300K 0.19%
876
+160
IYW icon
103
iShares US Technology ETF
IYW
$20.9B
$296K 0.18%
1,481
-7,040
UNP icon
104
Union Pacific
UNP
$136B
$292K 0.18%
1,261
+3
VBR icon
105
Vanguard Small-Cap Value ETF
VBR
$34.2B
$290K 0.18%
1,371
-49
AXP icon
106
American Express
AXP
$251B
$287K 0.18%
777
+12
IGEB icon
107
iShares Investment Grade Systematic Bond ETF
IGEB
$1.49B
$287K 0.18%
6,283
+88
IBM icon
108
IBM
IBM
$286B
$280K 0.17%
944
-7
QQQ icon
109
Invesco QQQ Trust
QQQ
$409B
$275K 0.17%
+448
IBTI icon
110
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.49B
$268K 0.17%
11,981
+309
IBTH icon
111
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2B
$265K 0.16%
11,799
+236
IXN icon
112
iShares Global Tech ETF
IXN
$6.77B
$265K 0.16%
+2,522
IJH icon
113
iShares Core S&P Mid-Cap ETF
IJH
$109B
$264K 0.16%
3,999
-170
BSV icon
114
Vanguard Short-Term Bond ETF
BSV
$42.4B
$261K 0.16%
+3,311
VUG icon
115
Vanguard Growth ETF
VUG
$202B
$260K 0.16%
533
EMGF icon
116
iShares Emerging Markets Equity Factor ETF
EMGF
$1.43B
$253K 0.16%
4,371
+220
SYK icon
117
Stryker
SYK
$139B
$251K 0.15%
713
+8
LIN icon
118
Linde
LIN
$205B
$245K 0.15%
575
-16
IUSB icon
119
iShares Core Universal USD Bond ETF
IUSB
$34.8B
$238K 0.15%
5,121
+387
MCD icon
120
McDonald's
MCD
$219B
$237K 0.15%
777
+9
UNH icon
121
UnitedHealth
UNH
$300B
$237K 0.15%
+719
EFG icon
122
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$234K 0.14%
2,056
-11
INTU icon
123
Intuit
INTU
$152B
$234K 0.14%
353
-16
MUNI icon
124
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.58B
$233K 0.14%
4,450
+527
TLT icon
125
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
$231K 0.14%
2,646
-9,344
2 3 4
5
6