DWM
Dorchester Wealth Management Portfolio holdings
AUM
$501M
This Quarter Return
+8.14%
1 Year Return
+16.4%
3 Year Return
+18.31%
5 Year Return
+61.26%
10 Year Return
–
AUM
$436M
AUM Growth
+$436M
(+8.3%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
36.19%
Holding
154
New
11
Increased
43
Reduced
68
Closed
2
Top Buys
| 1 |
Viatris
VTRS
|
$4.06M |
| 2 |
Canadian National Railway
CNI
|
$918K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$562K |
| 4 |
Canadian Pacific Kansas City
CP
|
$430K |
| 5 |
NVIDIA
NVDA
|
$400K |
Top Sells
| 1 |
Toronto Dominion Bank
TD
|
$514K |
| 2 |
Bank of Montreal
BMO
|
$470K |
| 3 |
Scotiabank
BNS
|
$469K |
| 4 |
Royal Bank of Canada
RY
|
$463K |
| 5 |
UnitedHealth
UNH
|
$328K |
Sector Composition
| 1 | Financials | 25.34% |
| 2 | Technology | 16.31% |
| 3 | Communication Services | 14.45% |
| 4 | Energy | 11.22% |
| 5 | Healthcare | 10.76% |
