DWM

Ducere Wealth Management Portfolio holdings

AUM $254M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$16.2M
3 +$11.8M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$11.5M
5
AMZN icon
Amazon
AMZN
+$8.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.08%
2 Communication Services 9.18%
3 Financials 6.62%
4 Consumer Discretionary 5.04%
5 Healthcare 4.12%