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
251
$1.21M 0.07%
22,809
+3,838
252
$1.2M 0.07%
28,186
-7,895
253
$1.19M 0.07%
7,940
+2,865
254
$1.19M 0.07%
+98,588
255
$1.16M 0.07%
3,145
-25
256
$1.16M 0.07%
+122,588
257
$1.14M 0.07%
+21,679
258
$1.13M 0.07%
1,444
+87
259
$1.13M 0.07%
13,731
-24,300
260
$1.13M 0.07%
123,194
-9,656
261
$1.12M 0.06%
148,335
+4,818
262
$1.11M 0.06%
24,210
-289
263
$1.1M 0.06%
4,615
-241
264
$1.08M 0.06%
5,927
+178
265
$1.07M 0.06%
5,226
-656
266
$1.07M 0.06%
13,641
+361
267
$1.07M 0.06%
21,202
-50
268
$1.05M 0.06%
17,860
-533
269
$1.05M 0.06%
4,523
+236
270
$1.04M 0.06%
39,670
+359
271
$1.01M 0.06%
3,562
+257
272
$1.01M 0.06%
11,745
+879
273
$1.01M 0.06%
4,451
+1,260
274
$1M 0.06%
27,174
+221
275
$1M 0.06%
12,760
-350
9 10
11
12 13