DW30
Drucker Wealth 3.0 Portfolio holdings
AUM
$518M
This Quarter Return
+1.96%
1 Year Return
+15.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
–
Cap. Flow
+$377M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.2%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$19.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$18.5M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$17M |
| 4 |
Apple
AAPL
|
$13.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Financials | 9.15% |
| 3 | Healthcare | 6.55% |
| 4 | Communication Services | 6.27% |
| 5 | Consumer Discretionary | 5.3% |
