DWM

Diversify Wealth Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$8.21M
3
+$4.29M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.28M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.23M

Top Sells

1
+$4.02M
2
+$3.1M
3
+$2.63M
4
CMCSA icon
Comcast
CMCSA
+$2.34M
5
HON icon
Honeywell
HON
+$2.08M

Sector Composition

1 Technology 15.08%
2 Financials 7.84%
3 Healthcare 6.73%
4 Consumer Discretionary 5.05%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.08%
5,242
+733
227
$1.13M 0.08%
137,674
+22,775
228
$1.13M 0.08%
6,182
-757
229
$1.11M 0.08%
10,495
+1,844
230
$1.1M 0.08%
2,893
+250
231
$1.08M 0.08%
17,231
+4,815
232
$1.08M 0.08%
5,005
+1,005
233
$1.07M 0.08%
19,862
+2,669
234
$1.06M 0.08%
+10,096
235
$1.06M 0.08%
3,030
+1,985
236
$1.06M 0.08%
12,929
+2,530
237
$1.05M 0.08%
17,295
+1,831
238
$1.05M 0.08%
5,233
+387
239
$1.04M 0.08%
3,586
+98
240
$1.03M 0.08%
54,429
+10,503
241
$1.02M 0.08%
6,196
+593
242
$1.01M 0.08%
11,908
+7,830
243
$998K 0.07%
+5,994
244
$998K 0.07%
20,171
+5,195
245
$990K 0.07%
1,833
-265
246
$988K 0.07%
119,008
+18,360
247
$979K 0.07%
6,560
+1,240
248
$979K 0.07%
19,623
+5,840
249
$974K 0.07%
67,896
+6,819
250
$970K 0.07%
3,168
+398
8 9
10
11 12