DFG

DWM Financial Group Portfolio holdings

AUM $73.4M
1-Year Est. Return 0.99%
This Quarter Est. Return
1 Year Est. Return
-0.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.56%
2 Technology 0.33%
3 Consumer Discretionary 0.31%