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% |