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 % |
DWM Financial Group, Inc. Top Holdings of 2020-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPIN |
JPMorgan Diversified Return International Equity E
JPMorgan Diversified Return International Equity E
| 167,431 | 9,746.0 | +6.12% | 16.620 | +0.96% | 1.160 | +11.38% | +20.83% | 343.4 | ||
PRFZ |
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
| 322,520 | 9,736.0 | +2.02% | 16.600 | +0.33% | 0.600 | +19.02% | +1.03% | 2,417.7 | ||
SCHP | Schwab U.S. Tips ETF | 141,934 | 8,811.0 | -0.10% | 15.020 | -0.02% | 0.040 | +1.83% | +4.64% | 13,056.1 | ||
ARKK | ARK Innovation ETF | 39,487 | 4,916.0 | New Holding | 8.380 | +8.38% | 0.020 | +72.05% | +36.74% | 7,334.7 | ||
IAU | iShares Gold Trust | 132,119 | 4,791.0 | -25.81% | 8.170 | -3.27% | 0.030 | +0.80% | +27.51% | 47,693.5 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 14,588 | 4,577.0 | +5.83% | 7.800 | +0.43% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 79,212 | 4,283.0 | +0.66% | 7.300 | +0.05% | 0.030 | +1.54% | +3.51% | 14,395.4 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 64,413 | 3,771.0 | +0.52% | 6.430 | +0.03% | 0.010 | +0.50% | +1.56% | 66,226.8 | ||
BSCM |
Invesco BulletShares 2022 Corporate Bond ETF
Invesco BulletShares 2022 Corporate Bond ETF
| 155,601 | 3,384.0 | -0.34% | 5.770 | -0.02% | 0.150 | 0% | 0% | 1,441.0 | ||
BSCL |
Invesco BulletShares 2021 Corporate Bond ETF
Invesco BulletShares 2021 Corporate Bond ETF
| 157,020 | 3,330.0 | -0.04% | 5.680 | 0% | 0.270 | 0% | 0% | 1,215.1 |
DWM Financial Group, Inc.'s Historical Top Holdings Breakdowns
DWM Financial Group, Inc. Total Holding History ($B)
DWM Financial Group, Inc.'s Asset Allocation
DWM Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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