DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$162M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$162M
AUM Growth
+$6.25M
(+4%)
Holding
139
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.4M | |
| 3 | +$1.36M | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.21M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$971K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.41M | |
| 3 | +$1.35M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.05M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$815K |
Sector Composition
| 1 | Technology | 10.61% |
| 2 | Consumer Staples | 3.79% |
| 3 | Consumer Discretionary | 3.71% |
| 4 | Communication Services | 3.52% |
| 5 | Financials | 3.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
GE Aerospace
GE
$340B
| $229K | 0.14% |
744
+22
|
|
||
127
Vanguard Real Estate ETF
VNQ
$35B
| $228K | 0.14% |
2,576
+368
|
|
||
128
Fidelity Quality Factor ETF
FQAL
$1.15B
| $224K | 0.14% |
2,962
+151
|
|
||
129
Bank of America
BAC
$385B
| $223K | 0.14% |
4,061
+182
|
|
||
130
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.35B
| $219K | 0.13% |
4,343
-492
|
|
||
131
iShares Russell 3000 ETF
IWV
$18.4B
| $216K | 0.13% |
559
|
|
||
132
Vanguard Russell 1000 Value ETF
VONV
$15B
| $213K | 0.13% |
2,303
+2
|
|
||
133
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.37B
| $212K | 0.13% |
9,270
+380
|
|
||
134
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.74B
| $205K | 0.13% |
+4,033
|
|
||
135
Colgate-Palmolive
CL
$68B
| – | – |
-6,657
|
|
||
|
IBDQ
136
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-19,124
|
|
||
137
Illinois Tool Works
ITW
$74.9B
| – | – |
-791
|
|
||
138
Zoetis
ZTS
$54.8B
| – | – |
-4,047
|
|
||
139
Abbott
ABT
$211B
| – | – |
-1,526
|
|