DWM

DecisionMap Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$396K
3
+$206K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$205K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$204K

Top Sells

1
+$701K
2
+$247K
3
+$218K
4
NOW icon
ServiceNow
NOW
+$204K
5
CHRW icon
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
1
$11.3M 7.23%
16,836
+121
2
$8.59M 5.5%
82,149
-328
3
$5.7M 3.66%
103,061
+3,635
4
$5.57M 3.57%
63,786
-309
5
$4.77M 3.06%
66,254
+1,234
6
$4.67M 3%
117,954
+1,672
7
$4.23M 2.71%
64,185
+1,298
8
$4.21M 2.7%
22,539
+449
9
$4.07M 2.61%
7,856
-35
10
$4.02M 2.58%
40,264
+3,966
11
$3.84M 2.46%
6,272
-2
12
$3.75M 2.4%
14,714
+62
13
$3.63M 2.33%
84,972
-2,329
14
$3.07M 1.97%
30,598
+701
15
$2.83M 1.82%
23,846
+586
16
$2.63M 1.69%
49,467
+1,104
17
$2.47M 1.58%
37,227
-1,239
18
$2.39M 1.53%
25,103
+583
19
$2.36M 1.51%
24,777
+627
20
$2.24M 1.44%
48,507
+2,294
21
$2.08M 1.33%
6,325
+9
22
$1.93M 1.24%
3,842
-10
23
$1.72M 1.1%
7,056
-771
24
$1.67M 1.07%
8,521
+4
25
$1.63M 1.04%
7,419
+70
1
2 3 4 5