DWM

Diversify Wealth Management Portfolio holdings

AUM $5.6B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$3.91M
3
+$3.69M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.38M
5
O icon
Realty Income
O
+$2.33M

Top Sells

1
+$3.35M
2
+$2M
3
+$2M
4
GGAL icon
Galicia Financial Group
GGAL
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.62M

Sector Composition

1 Technology 19.15%
2 Financials 6.74%
3 Healthcare 5.97%
4 Consumer Discretionary 4.85%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.08%
42,525
-15,300
227
$1.43M 0.08%
5,775
+108
228
$1.43M 0.08%
32,402
-24,034
229
$1.43M 0.08%
15,869
+860
230
$1.42M 0.08%
3,664
+52
231
$1.41M 0.08%
19,441
+532
232
$1.41M 0.08%
245,176
+77,339
233
$1.41M 0.08%
11,363
-2,820
234
$1.4M 0.08%
21,560
+1,004
235
$1.39M 0.08%
26,452
+1,590
236
$1.36M 0.08%
6,671
+465
237
$1.36M 0.08%
39,413
+2,102
238
$1.34M 0.08%
82,245
+1,695
239
$1.31M 0.08%
19,750
+722
240
$1.3M 0.08%
19,548
241
$1.3M 0.07%
21,232
-735
242
$1.28M 0.07%
44,350
+12,421
243
$1.27M 0.07%
3,093
+114
244
$1.27M 0.07%
550
-36
245
$1.27M 0.07%
+125,072
246
$1.25M 0.07%
67,089
+2,090
247
$1.25M 0.07%
23,057
+743
248
$1.23M 0.07%
19,933
+976
249
$1.22M 0.07%
7,417
+167
250
$1.22M 0.07%
24,830
+1,123
8 9
10
11 12