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
$177M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 1.47%
3 Financials 1.23%
4 Energy 0.87%
5 Real Estate 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,390
77
-44,297
78
-37,287