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DWM
Ducere Wealth Management Portfolio holdings
AUM
$251M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$259M
AUM Growth
–
Holding
130
Top Buys
| 1 | +$20.3M | |
| 2 | +$16.2M | |
| 3 | +$11.8M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$11.5M |
| 5 |
Amazon
AMZN
|
+$8.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.15% |
| 2 | Communication Services | 9.04% |
| 3 | Financials | 6.88% |
| 4 | Consumer Discretionary | 5.15% |
| 5 | Healthcare | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab US Large- Cap ETF
SCHX
$72.5B
| $202K | 0.08% |
+7,516
|
|
||
127
Bank of America
BAC
$423B
| $201K | 0.08% |
+3,653
|
|
||
128
Northrop Grumman
NOC
$76.6B
| $201K | 0.08% |
+352
|
|
||
129
NOV
NOV
$6.78B
| $167K | 0.06% |
+10,658
|
|
||
130
TELA Bio
TELA
$37.9M
| $23.6K | 0.01% |
+20,000
|
|