DWM

Diversify Wealth Management Portfolio holdings

AUM $2.14B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
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
+$9.49M
2
+$8.66M
3
+$4.52M
4
SNOW icon
Snowflake
SNOW
+$4.25M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.22M

Top Sells

1
+$4.42M
2
+$3.53M
3
+$2.83M
4
CMCSA icon
Comcast
CMCSA
+$2.49M
5
SHOP icon
Shopify
SHOP
+$2.14M

Sector Composition

1 Technology 15.08%
2 Financials 7.84%
3 Healthcare 6.73%
4 Consumer Discretionary 5.05%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$673K 0.05%
4,864
-157
302
$669K 0.05%
11,036
+3,049
303
$663K 0.05%
17,846
+1,412
304
$663K 0.05%
8,082
+73
305
$662K 0.05%
+13,439
306
$659K 0.05%
7,159
+1,092
307
$657K 0.05%
37,886
-1,109
308
$655K 0.05%
16,513
+4,196
309
$646K 0.05%
3,296
-414
310
$644K 0.05%
10,932
+2,738
311
$643K 0.05%
11,448
-155
312
$641K 0.05%
+51,591
313
$640K 0.05%
13,002
-1,121
314
$631K 0.05%
10,643
+1,544
315
$628K 0.05%
14,136
-684
316
$619K 0.05%
1,358
-123
317
$618K 0.05%
48,724
+7,655
318
$614K 0.05%
10,283
-1,797
319
$613K 0.05%
3,333
+843
320
$601K 0.04%
43,955
+16,356
321
$597K 0.04%
6,494
+2,470
322
$593K 0.04%
16,568
+3,912
323
$593K 0.04%
1,364
+316
324
$591K 0.04%
15,000
325
$589K 0.04%
8,297
+2,291
11 12
13
14 15