DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$156M
1-Year Est. Return
16.13%
1 Year Est. Return
+16.13%
AUM
$156M
AUM Growth
+$10.2M
(+7%)
Holding
132
Top Buys
| 1 | +$617K | |
| 2 | +$396K | |
| 3 | +$217K | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$212K |
| 5 |
Fidelity Quality Factor ETF
FQAL
|
+$210K |
Top Sells
| 1 | +$701K | |
| 2 | +$272K | |
| 3 | +$218K | |
| 4 |
ServiceNow
NOW
|
+$204K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$187K |
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 | |
|---|---|---|---|---|---|---|
126
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
| $204K | 0.13% |
8,890
|
|
||
127
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$436M
| $202K | 0.13% |
9,822
|
|
||
128
Vanguard Real Estate ETF
VNQ
$34.5B
| $202K | 0.13% |
+2,208
|
|
||
129
Bank of America
BAC
$381B
| $200K | 0.13% |
+3,879
|
|
||
|
130
ServiceNow
NOW
$190B
| – | – |
-199
|
|
||
131
Automatic Data Processing
ADP
$115B
| – | – |
-707
|
|
||
132
Adobe
ADBE
$144B
| – | – |
-1,812
|
|