DWM

Denver Wealth Management Portfolio holdings

AUM $242M
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.47%
2 Consumer Discretionary 2.8%
3 Energy 1.07%
4 Financials 1.03%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$121K 0.13%
+13,960
52
$115K 0.12%
+41,671
53
$110K 0.11%
+14,459