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
251
$961K 0.07%
3,402
+581
252
$942K 0.07%
10,808
-3,275
253
$923K 0.07%
6,501
+1,601
254
$920K 0.07%
15,739
+2,523
255
$917K 0.07%
5,433
+1,400
256
$910K 0.07%
+183,109
257
$901K 0.07%
+2,339
258
$895K 0.07%
9,035
+1,073
259
$894K 0.07%
41,860
-4,356
260
$881K 0.07%
3,508
+746
261
$878K 0.07%
27,480
+5,305
262
$875K 0.07%
5,693
+1,087
263
$872K 0.06%
3,581
-626
264
$868K 0.06%
+153,406
265
$863K 0.06%
13,274
-2,907
266
$858K 0.06%
19,895
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267
$851K 0.06%
+53,848
268
$851K 0.06%
5,039
-33
269
$832K 0.06%
2,814
+902
270
$816K 0.06%
7,310
+1,493
271
$812K 0.06%
15,827
+11,561
272
$802K 0.06%
11,647
-1,906
273
$801K 0.06%
16,963
+4,919
274
$798K 0.06%
1,723
-135
275
$789K 0.06%
3,850
+464
9 10
11
12 13