DWM Financial Group, Inc.
DWM Financial Group, Inc. latest Q1_2021 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 |
|---|---|---|---|---|---|---|
| 2021-02-12 | 2021-03-31 | Q1_2021 | 13F-HR | 17 | $73,441,000 | 14.71% |
| 2021-02-12 | 2020-12-31 | Q4_2020 | 13F-HR | 17 | $73,441,000 | 14.71% |
| 2020-11-06 | 2020-09-30 | Q3_2020 | 13F-HR | 17 | $64,021,000 | -4.55% |
| 2020-08-19 | 2020-06-30 | Q2_2020 | 13F-HR | 19 | $67,072,000 | 47.38% |