DWM
DKM Wealth Management Portfolio holdings
AUM
$134M
1-Year Est. Return
17.47%
1 Year Est. Return
+17.47%
AUM
$134M
AUM Growth
+$9.47M
(+7.6%)
Holding
77
Top Buys
| 1 | +$2.16M | |
| 2 | +$1.67M | |
| 3 | +$1.17M | |
| 4 |
STBF
Performance Trust Short Term Bond ETF
STBF
|
+$710K |
| 5 |
COPY
Tweedy Browne Insider + Value ETF
COPY
|
+$465K |
Top Sells
| 1 | +$662K | |
| 2 | +$309K | |
| 3 | +$225K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$115K |
| 5 |
Virtus Terranova US Quality Momentum ETF
JOET
|
+$62.1K |
Sector Composition
| 1 | Financials | 15.84% |
| 2 | Technology | 6.39% |
| 3 | Consumer Discretionary | 1.8% |
| 4 | Industrials | 1.02% |
| 5 | Materials | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACB
76
Aurora Cannabis
ACB
$239M
| – | – |
-10,000
|
|
||
77
iShares Bitcoin Trust
IBIT
$74.7B
| – | – |
-3,459
|
|