Latest statistics and disclosures from DWM Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPIN, PRFZ, JHMM, IAU, VGLT, and represent 48.66% of DWM Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PRFZ (+$7.07M), VGLT (+$5.77M), VMBS, JPST, BNDX, QQQ, BSCN, BSCO, BSCM, BSCL.
- Started 12 new stock positions in VGIT, QQQ, BSCL, BSCN, VMBS, BNDX, VGLT, JPST, RSF, BSCO. BSCM, PRFZ.
- Reduced shares in these 10 stocks: VBK, FNDA, JHMM, GEM, SCHC, OEF, FBNC, MSFT, CVS, MDT.
- Sold out of its positions in AMGN, CVS, DIS, D, GEM, PJUN, BOCT, PJUL, IBM, OEF. JPM, MSFT, PEP, SPY, FNDA, SCHC, VBK, MDT.
- DWM Financial Group was a net buyer of stock by $17.52M.
- DWM Financial Group has $67.07M in assets under management (AUM), growing by 47.38%.
Portfolio Holdings for DWM Financial Group
Companies in the DWM Financial Group portfolio as of the June 2020 quarterly 13F filing