DWM
DKM Wealth Management Portfolio holdings
AUM
$116M
This Quarter Return
-1.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.45%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.21% |
| 2 | Technology | 6.37% |
| 3 | Consumer Discretionary | 1.54% |
| 4 | Industrials | 0.95% |
| 5 | Communication Services | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nuveen Credit Strategies Income Fund
JQC
$754M
| $85.4K | 0.08% |
+15,000
| New | +$85.4K |
|
52
AbCellera Biologics
ABCL
$1.27B
| $29.3K | 0.03% |
+10,000
| New | +$29.3K |
|