DWM
DecisionMap Wealth Management Portfolio holdings
AUM
$162M
1-Year Est. Return
15.85%
This Fund
S&P 500
1 Year Est. Return
+15.85%
AUM
$156M
AUM Growth
+$10.2M
(+7%)
Holding
132
Top Buys
| 1 | +$649K | |
| 2 | +$396K | |
| 3 | +$206K | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$205K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$204K |
Top Sells
| 1 | +$701K | |
| 2 | +$247K | |
| 3 | +$218K | |
| 4 |
ServiceNow
NOW
|
+$204K |
| 5 |
C.H. Robinson
CHRW
|
+$164K |
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
$2.35B
| $204K | 0.13% |
8,890
|
|
||
127
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$530M
| $202K | 0.13% |
9,822
|
|
||
128
Vanguard Real Estate ETF
VNQ
$36B
| $202K | 0.13% |
+2,208
|
|
||
129
Bank of America
BAC
$357B
| $200K | 0.13% |
+3,879
|
|
||
130
Adobe
ADBE
$116B
| – | – |
-1,812
|
|
||
131
Automatic Data Processing
ADP
$89.7B
| – | – |
-707
|
|
||
|
132
ServiceNow
NOW
$126B
| – | – |
-995
|
|