DWMS
Dominguez Wealth Management Solutions Portfolio holdings
AUM
$144M
1-Year Return
9.43%
This Quarter Return
+6.91%
1 Year Return
+9.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.42%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.52% |
| 2 | Consumer Staples | 9.91% |
| 3 | Healthcare | 9.16% |
| 4 | Industrials | 4.6% |
| 5 | Financials | 2.44% |
