DWM

Dorchester Wealth Management Portfolio holdings

AUM $501M
1-Year Est. Return 16.4%
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.35M
3 +$938K
4
BNS icon
Scotiabank
BNS
+$876K
5
BMO icon
Bank of Montreal
BMO
+$848K

Top Sells

1 +$1.73M
2 +$885K
3 +$872K
4
GG
Goldcorp Inc
GG
+$608K
5
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$427K

Sector Composition

1 Financials 30.69%
2 Healthcare 13.75%
3 Communication Services 13.05%
4 Technology 12.8%
5 Energy 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,000
127
-13,000
128
-1,125
129
-4,036
130
-16,500