DWA

Dorsey Wright & Associates Portfolio holdings

AUM $447M
1-Year Est. Return 56.49%
This Quarter Est. Return
1 Year Est. Return
+56.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$4.04M
3
+$3.86M
4
SAM icon
Boston Beer
SAM
+$3.85M
5
ASML icon
ASML
ASML
+$3.81M

Top Sells

1
+$8.96M
2
+$6.79M
3
+$5.77M
4
UNH icon
UnitedHealth
UNH
+$5.01M
5
ZBRA icon
Zebra Technologies
ZBRA
+$4.84M

Sector Composition

1 Technology 19.22%
2 Healthcare 11.94%
3 Consumer Staples 10.86%
4 Industrials 7.48%
5 Materials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
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