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
276
$993K 0.06%
10,284
-1,523
277
$991K 0.06%
7,060
+110
278
$988K 0.06%
9,722
-1,022
279
$984K 0.06%
16,846
+5,245
280
$974K 0.06%
2,186
+675
281
$962K 0.06%
15,880
-115
282
$953K 0.06%
+19,813
283
$946K 0.05%
+4,946
284
$941K 0.05%
5,021
285
$939K 0.05%
+4,402
286
$927K 0.05%
7,113
+507
287
$903K 0.05%
5,834
+336
288
$897K 0.05%
9,812
+476
289
$894K 0.05%
22,831
+4,712
290
$892K 0.05%
49,151
+2,008
291
$884K 0.05%
15,868
+8,681
292
$879K 0.05%
5,374
-154
293
$877K 0.05%
1,509
-176
294
$872K 0.05%
106,881
+33,881
295
$871K 0.05%
4,086
+16
296
$855K 0.05%
65,553
+30,012
297
$853K 0.05%
67,617
+1,343
298
$851K 0.05%
10,507
-862
299
$848K 0.05%
5,230
+136
300
$846K 0.05%
5,616
+345
10 11
12
13 14