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
$116M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.39M
3
+$1.03M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$914K
5
TMSL icon
T. Rowe Price Small-Mid Cap ETF
TMSL
+$738K

Top Sells

1
+$884K
2
+$762K
3
+$380K
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$209K
5
RIO icon
Rio Tinto
RIO
+$204K

Sector Composition

1 Financials 17.15%
2 Technology 5.14%
3 Consumer Discretionary 1.46%
4 Industrials 0.88%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.8K 0.07%
15,000
52
$51.4K 0.04%
+20,000
53
$42.4K 0.04%
+10,000
54
$42K 0.04%
+12,500
55
$41.9K 0.04%
+13,000
56
$34.3K 0.03%
10,000
57
$5.98K 0.01%
+10,000
58
– –
-3,404
59
– –
-15,000
1 2
3