DWM

DKM Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 17.47%
This Quarter Est. Return
1 Year Est. Return
+17.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
51
$85.3K 0.08%
+15,000
52
$29.3K 0.03%
+10,000