DFG
DWM Financial Group Portfolio holdings
AUM
$73.4M
This Quarter Return
+3.97%
1 Year Return
-0.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$98.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.24%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.57% |
| 2 | Technology | 0.26% |
| 3 | Consumer Discretionary | 0.22% |
