DWM
DKM Wealth Management Portfolio holdings
AUM $91.6M
AUM
$91.6M
AUM Growth
-$13.8M (-13%)
Cap. Flow
+$2.78M
Cap. Flow % of AUM
3.04%
Top 10 Holdings %Top 10 Hldgs %
76.96%
Holding
55
New
3
Increased
14
Reduced
9
Closed
6
Top Buys
| 1 | $1.64M | |
| 2 | $1.56M | |
| 3 | $744K | |
| 4 | $357K | |
| 5 | $286K |
Top Sells
| 1 | $1.95M | |
| 2 | $494K | |
| 3 | $131K | |
| 4 | $93.4K | |
| 5 | $51.3K |
Sector Composition
| 1 | Financials | 20.29% |
| 2 | Technology | 6.5% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Industrials | 0.79% |
| 5 | Communication Services | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -13,543 | Closed | – | |||
| $0 | 0% | 0 -585 | Closed | – | |||
| $0 | 0% | 0 -1,075 | Closed | – | |||
| $0 | 0% | 0 -274,334 | Closed | – | |||
| $0 | 0% | 0 -16,075 | Closed | – |
