DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$156M
1-Year Est. Return
16.13%
1 Year Est. Return
+16.13%
AUM
$146M
AUM Growth
+$14.3M
(+11%)
Holding
130
Top Buys
| 1 | +$593K | |
| 2 | +$572K | |
| 3 | +$519K | |
| 4 |
Procter & Gamble
PG
|
+$481K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$347K |
Top Sells
| 1 | +$552K | |
| 2 | +$506K | |
| 3 | +$475K | |
| 4 |
UnitedHealth
UNH
|
+$401K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$236K |
Sector Composition
| 1 | Technology | 11.54% |
| 2 | Consumer Staples | 4.5% |
| 3 | Consumer Discretionary | 3.82% |
| 4 | Financials | 3.57% |
| 5 | Communication Services | 3.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| – | – |
-4,437
|
|
||
127
PepsiCo
PEP
$210B
| – | – |
-3,681
|
|
||
128
Nike
NKE
$101B
| – | – |
-7,480
|
|
||
129
iShares Russell 3000 ETF
IWV
$17.3B
| – | – |
-651
|
|
||
130
BigBear.ai
BBAI
$3.15B
| – | – |
-18,000
|
|