DP
Denver PWM Portfolio holdings
AUM
$321M
1-Year Est. Return
8.88%
1 Year Est. Return
+8.88%
AUM
$321M
AUM Growth
+$81.6K
(+0.03%)
Holding
78
Top Buys
| 1 | +$10.1K | |
| 2 | +$9.43K | |
| 3 | +$8.45K | |
| 4 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$7.78K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$7.72K |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Gilead Sciences
GILD
$154B
| $222K | 0.07% |
2,000
|
|
||
77
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
| $215K | 0.07% |
3,953
|
|
||
78
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $211K | 0.07% |
3,398
|
|