DWM Financial Group, Inc.
DWM Financial Group, Inc. latest Q4_2020 13F filings reported $73,441,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 14.71%. This fund has 17 securities concentrations of 100% weights.
DWM Financial Group, Inc. largest holding is ARK ETF TR INNOVATIONETF with weight of 6.69% and $4,916,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|