DP

Denver PWM Portfolio holdings

AUM $321M
1-Year Est. Return 8.88%
This Quarter Est. Return
1 Year Est. Return
+8.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$81.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.16%
2 Communication Services 1.24%
3 Industrials 0.89%
4 Consumer Staples 0.88%
5 Consumer Discretionary 0.58%