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
101
$285K 0.18%
6,195
+30
102
$281K 0.18%
591
-7
103
$272K 0.17%
4,169
104
$268K 0.17%
951
-199
105
$261K 0.17%
11,672
106
$261K 0.17%
705
-21
107
$260K 0.17%
11,563
108
$256K 0.16%
533
109
$254K 0.16%
765
+8
110
$252K 0.16%
369
+31
111
$249K 0.16%
2,969
-773
112
$244K 0.16%
4,835
+134
113
$238K 0.15%
716
-11
114
$235K 0.15%
2,067
-23
115
$235K 0.15%
4,151
-6
116
$233K 0.15%
768
-58
117
$221K 0.14%
4,734
-426
118
$217K 0.14%
+722
119
$212K 0.14%
+559
120
$210K 0.13%
+2,811
121
$207K 0.13%
+8,097
122
$206K 0.13%
+791
123
$206K 0.13%
2,301
-217
124
$205K 0.13%
+3,923
125
$204K 0.13%
1,526
-96
2 3 4
5
6