DWM
DKM Wealth Management Portfolio holdings
AUM
$139M
1-Year Est. Return
18.91%
This Fund
S&P 500
1 Year Est. Return
+18.91%
AUM
$139M
AUM Growth
+$4.64M
(+3.5%)
Holding
78
Top Buys
| 1 | +$2.67M | |
| 2 | +$1.49M | |
| 3 | +$1.36M | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$1.08M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$489K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$221K | |
| 3 | +$216K | |
| 4 |
Agilent Technologies
A
|
+$204K |
| 5 |
DLY
DoubleLine Yield Opportunities Fund
DLY
|
+$153K |
Sector Composition
| 1 | Financials | 16.08% |
| 2 | Technology | 5.82% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Industrials | 1.15% |
| 5 | Materials | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SRXH
76
SRX Health Solutions
SRXH
$76.7M
| $1.29K | ﹤0.01% |
+10,000
|
|
||
|
77
Agilent Technologies
A
$39.1B
| – | – |
-1,498
|
|
||
|
DLY
78
DoubleLine Yield Opportunities Fund
DLY
$675M
| – | – |
-10,556
|
|