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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$6.36M
3
+$4.48M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.99M
5
ABFL
Abacus FCF Leaders ETF
ABFL
+$3.85M

Top Sells

No sells this quarter

Sector Composition

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
101
$246K 0.2%
+1,699
102
$240K 0.19%
+3,179
103
$240K 0.19%
+5,405
104
$237K 0.19%
+11,668
105
$227K 0.18%
+1,875
106
$225K 0.18%
+547
107
$221K 0.17%
+761
108
$212K 0.17%
+715
109
$211K 0.17%
+335
110
$207K 0.16%
+495
111
$207K 0.16%
+706
1 2 3 4
5