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DWM

DecisionMap Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+1.28%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow %
101.1%
Top 10 Hldgs %
36.64%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.48M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.25M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.7M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$4.04M
5
ABFL
Abacus FCF Leaders ETF
ABFL
+$3.91M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 12.09%
2 Consumer Staples 4.92%
3 Consumer Discretionary 4.84%
4 Communication Services 3.73%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
101
Chevron
CVX
$388B
$246K 0.2%
+1,699
New +$260K
PLTR icon
102
Palantir
PLTR
$295B
$240K 0.19%
+3,179
New +$185K
IGEB icon
103
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$240K 0.19%
+5,405
New +$244K
IBDW icon
104
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$237K 0.19%
+11,668
New +$241K
TJX icon
105
TJX Companies
TJX
$170B
$227K 0.18%
+1,875
New +$224K
VUG icon
106
Vanguard Growth ETF
VUG
$216B
$225K 0.18%
+3,282
New +$220K
MCD icon
107
McDonald's
MCD
$188B
$221K 0.17%
+761
New +$227K
AXP icon
108
American Express
AXP
$223B
$212K 0.17%
+715
New +$205K
INTU icon
109
Intuit
INTU
$81.1B
$211K 0.17%
+335
New +$214K
LIN icon
110
Linde
LIN
$237B
$207K 0.16%
+495
New +$226K
ADP icon
111
Automatic Data Processing
ADP
$100B
$207K 0.16%
+706
New +$209K
1 2 3 4
5

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CCM
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WAM
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SWP
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EV
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PS
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PAM
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SMP
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DecisionMap Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for DecisionMap Wealth Management, which disclosed 111 positions worth $126M. Its ten largest holdings account for 37% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 16,008 shares worth $9.42M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Consumer Staples and Consumer Discretionary.

  • DecisionMap Wealth Management's largest Q4 2024 buy was iShares Core S&P 500 ETF: 16,008 shares worth $9.42M.
  • DecisionMap Wealth Management's ten largest holdings make up 37% of its $126M portfolio in Q4 2024.
  • DecisionMap Wealth Management disclosed 111 positions in Q4 2024, its first 13F filing on record.

Based on DecisionMap Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.