DWM

Defined Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.68M
3 +$1.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M

Sector Composition

1 Technology 7.34%
2 Healthcare 5.58%
3 Financials 4.75%
4 Industrials 3.44%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,400
102
-3,800