DWM

DecisionMap Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$572K
3
+$519K
4
PG icon
Procter & Gamble
PG
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$347K

Top Sells

1
+$552K
2
+$506K
3
+$475K
4
UNH icon
UnitedHealth
UNH
+$401K
5
VNQ icon
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
– –
-3,681
127
– –
-4,437
128
– –
-766
129
– –
-2,611
130
– –
-18,000
2 3 4 5
6