DWM
Denver Wealth Management Portfolio holdings
AUM
$242M
This Quarter Return
+11.56%
1 Year Return
+12.42%
3 Year Return
+50.63%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.09%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$20.8M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$9.58M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$8.87M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$8.49M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$7.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.84% |
| 2 | Consumer Discretionary | 5.47% |
| 3 | Consumer Staples | 1.51% |
| 4 | Financials | 1.22% |
| 5 | Real Estate | 0.86% |
