DWML
Decker Wealth Management LLC Portfolio holdings
AUM
$440M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$456M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$33.1M | |
| 2 | +$24M | |
| 3 | +$22.7M | |
| 4 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
+$22.1M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$20.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.35% |
| 2 | Healthcare | 7.95% |
| 3 | Industrials | 3.38% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Communication Services | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.36B
| $226K | 0.05% |
+1,720
|
|
||
102
Kimberly-Clark
KMB
$32.1B
| $202K | 0.04% |
+2,000
|
|
||
103
Tesla
TSLA
$1.66T
| $87.7K | 0.02% |
+195
|
|
||
104
Ceragon Networks
CRNT
$241M
| $21K | ﹤0.01% |
+10,000
|
|