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
$403M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.45M
3
+$1.27M
4
TIXT icon
TELUS International
TIXT
+$1.15M
5
BCE icon
BCE
BCE
+$1.09M

Top Sells

1
+$6.16M
2
+$5.17M
3
+$574K
4
RY icon
Royal Bank of Canada
RY
+$519K
5
ALYA
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
+$458K

Sector Composition

1 Financials 25.97%
2 Technology 15.93%
3 Communication Services 14.19%
4 Energy 10.81%
5 Healthcare 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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156
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159
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160
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161
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162
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-38,504
3 4 5 6
7