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
$436M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$918K
3 +$562K
4
NVDA icon
NVIDIA
NVDA
+$400K
5
GS icon
Goldman Sachs
GS
+$292K

Top Sells

1 +$514K
2 +$470K
3 +$469K
4
RY icon
Royal Bank of Canada
RY
+$463K
5
CP icon
Canadian Pacific Kansas City
CP
+$356K

Sector Composition

1 Financials 25.34%
2 Technology 16.31%
3 Communication Services 14.45%
4 Energy 11.22%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$47K 0.01%
10,720
-1,654
152
$28K 0.01%
10,000
153
-8,000
154
-2,370