DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$155M
1-Year Est. Return
14.3%
This Fund
S&P 500
1 Year Est. Return
+14.3%
AUM
$155M
AUM Growth
-$7.67M
(-4.7%)
Holding
142
Top Buys
| 1 | +$1.59M | |
| 2 | +$1.15M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$992K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$763K |
Top Sells
| 1 | +$2.43M | |
| 2 | +$1.27M | |
| 3 | +$1.02M | |
| 4 |
Oracle
ORCL
|
+$702K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$670K |
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Consumer Staples | 4.43% |
| 3 | Consumer Discretionary | 3.5% |
| 4 | Industrials | 3.38% |
| 5 | Communication Services | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core Universal USD Bond ETF
IUSB
$37.2B
| $209K | 0.14% |
4,516
-605
|
|
||
127
Illinois Tool Works
ITW
$72.7B
| $208K | 0.13% |
+799
|
|
||
128
iShares Russell 3000 ETF
IWV
$19.3B
| $207K | 0.13% |
558
-1
|
|
||
129
Merck
MRK
$298B
| $205K | 0.13% |
+1,708
|
|
||
130
UnitedHealth
UNH
$363B
| – | – |
-719
|
|
||
131
Bank of America
BAC
$382B
| – | – |
-4,061
|
|
||
132
Vanguard Short-Term Bond ETF
BSV
$44.3B
| – | – |
-3,311
|
|
||
133
iShares MSCI EAFE Growth ETF
EFG
$15.4B
| – | – |
-2,056
|
|
||
134
Fidelity Quality Factor ETF
FQAL
$1.4B
| – | – |
-2,962
|
|
||
135
GE Aerospace
GE
$342B
| – | – |
-744
|
|
||
136
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
| – | – |
-6,283
|
|
||
137
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
| – | – |
-19,251
|
|
||
138
Intuit
INTU
$81.2B
| – | – |
-353
|
|
||
139
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.36B
| – | – |
-4,033
|
|
||
140
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
| – | – |
-4,343
|
|
||
|
141
Oracle
ORCL
$615B
| – | – |
-3,600
|
|
||
142
Vanguard Growth ETF
VUG
$221B
| – | – |
-3,198
|
|