Long-term investor
Dwm Financial Group, Inc. @dwmfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759545).
Record
- Tracked since 2020-03-31 (2394 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +6.4% · 1 year +7.2% · all +9.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33740F615 · 26.1% · long · since 2026-06-30
- IAU · 13.0% · long · since 2026-06-30
- 47804J206 · 11.9% · long · since 2020-03-31
- 025072877 · 7.6% · long · since 2026-06-30
- 92206C706 · 6.4% · long · since 2020-06-30
- 46139W783 · 5.9% · long · since 2026-06-30
- 29287L205 · 5.5% · long · since 2026-06-30
- 46090E103 · 3.1% · long · since 2020-06-30
- 46139W825 · 2.9% · long · since 2026-06-30
- 46139W858 · 2.0% · long · since 2026-06-30
- 318910106 · 1.8% · long · since 2020-03-31
- GDLC · 1.8% · long · since 2026-06-30