DWM
Denver Wealth Management Portfolio holdings
AUM
$242M
This Quarter Return
+7.39%
1 Year Return
+12.42%
3 Year Return
+50.63%
5 Year Return
–
10 Year Return
–
AUM
$94.9M
AUM Growth
–
Cap. Flow
+$94.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.69%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$11.7M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$9.12M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$8.35M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$7.34M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$7.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.94% |
| 2 | Consumer Discretionary | 3.38% |
| 3 | Financials | 1.34% |
| 4 | Energy | 1.27% |
| 5 | Real Estate | 0.89% |
