DF

DWM Financial Group, Inc.

13F
DWM Financial Group, Inc.
Last update 2021-02-16 14 Stocks (1 new)
Value $59.00 Mil Turnover 10 %
Countries:
Top Holdings: JPIN(16.62%)PRFZ(16.60%)SCHP(15.02%)IAU(8.17%)QQQ(7.80%)
Summary Stock Picks Current Portfolio
DWM Financial Group, Inc. Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPIN
JPMorgan Diversified Return International Equity E
JPMorgan Diversified Return International Equity E
167,431
9,746.0
+6.12%
16.620
+0.96%
1.160
+11.37%
+22.85%
349.1
 
PRFZ
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
322,520
9,736.0
+2.02%
16.600
+0.33%
0.600
+19.66%
+1.97%
2,433.5
 
SCHP
Schwab U.S. Tips ETF
141,934
8,811.0
-0.10%
15.020
-0.02%
0.040
+2.29%
+5.03%
13,147.9
 
ARKK
ARK Innovation ETF
39,487
4,916.0
New Holding
8.380
+8.38%
0.020
+65.63%
+34.56%
6,725.6
 
IAU
iShares Gold Trust
132,119
4,791.0
-25.81%
8.170
-3.27%
0.030
+1.63%
+30.68%
49,312.6
 
QQQ
PowerShares QQQ Trust Ser 1
14,588
4,577.0
+5.83%
7.800
+0.43%
0.000
+26.41%
+10.07%
357,853.0
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
79,212
4,283.0
+0.66%
7.300
+0.05%
0.030
+2.45%
+3.96%
14,467.6
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
64,413
3,771.0
+0.52%
6.430
+0.03%
0.010
+0.78%
+1.97%
66,401.3
 
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
Invesco BulletShares 2022 Corporate Bond ETF
155,601
3,384.0
-0.34%
5.770
-0.02%
0.150
0%
0%
1,441.0
 
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
Invesco BulletShares 2021 Corporate Bond ETF
157,020
3,330.0
-0.04%
5.680
0%
0.270
0%
0%
1,215.1
 

DWM Financial Group, Inc.'s Historical Top Holdings Breakdowns

DWM Financial Group, Inc. Total Holding History ($B)

To

DWM Financial Group, Inc.'s Asset Allocation

To

DWM Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DWM Financial Group, Inc.'s Hypothetical Growth since 2020-12-31

DWM Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

DWM Financial Group, Inc.'s Holdings Heat Map

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DWM Financial Group, Inc.'s Holdings Bubble Chart

DWM Financial Group, Inc. News

  • 1

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