DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$146M
This Quarter Return
-1.46%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+4.2%)
Cap. Flow
+$8.16M
Cap. Flow
% of AUM
6.2%
Top 10 Holdings %
Top 10 Hldgs %
35.99%
Holding
122
New
11
Increased
67
Reduced
37
Closed
4
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$1.45M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.42M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.2M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$781K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$692K |
Top Sells
Sector Composition
| 1 | Technology | 10.23% |
| 2 | Consumer Staples | 5.41% |
| 3 | Consumer Discretionary | 4.42% |
| 4 | Financials | 3.4% |
| 5 | Communication Services | 2.99% |
