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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
$5.6B
AUM Growth
+$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$196M
3
+$78.8M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$76.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$70M

Top Sells

1
+$18.5M
2
+$6.9M
3
+$3.54M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.02M
5
FIG
Figma
FIG
+$2.56M

Sector Composition

1 Technology 19.86%
2 Financials 5.27%
3 Communication Services 4.82%
4 Consumer Discretionary 3.72%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTO icon
326
Invesco Total Return Bond ETF
GTO
$2.31B
$2.41M 0.04%
+51,522
CX icon
327
Cemex
CX
$17.3B
$2.41M 0.04%
198,182
+62,058
OEF icon
328
iShares S&P 100 ETF
OEF
$19.8B
$2.41M 0.04%
6,847
-20,591
BTI icon
329
British American Tobacco
BTI
$130B
$2.39M 0.04%
41,570
+17,189
BIV icon
330
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$2.38M 0.04%
30,974
+19,176
SBSW icon
331
Sibanye-Stillwater
SBSW
$6.69B
$2.36M 0.04%
205,525
+56,311
ASND icon
332
Ascendis Pharma A/S
ASND
$13.1B
$2.35M 0.04%
10,675
+2,924
IBIT icon
333
iShares Bitcoin Trust
IBIT
$47.7B
$2.35M 0.04%
55,006
+45,927
SNPS icon
334
Synopsys
SNPS
$88.2B
$2.33M 0.04%
4,844
+2,631
ORLY icon
335
O'Reilly Automotive
ORLY
$74.1B
$2.33M 0.04%
25,385
+1,657
CTAS icon
336
Cintas
CTAS
$71.8B
$2.33M 0.04%
+13,377
BUFZ icon
337
FT Vest Laddered Moderate Buffer ETF
BUFZ
$964M
$2.3M 0.04%
+84,094
SPG icon
338
Simon Property Group
SPG
$68.8B
$2.29M 0.04%
11,469
+8,137
VIV icon
339
Telefônica Brasil
VIV
$20.6B
$2.29M 0.04%
150,583
+43,939
COO icon
340
Cooper Companies
COO
$13.4B
$2.29M 0.04%
37,303
+14,743
ADBE icon
341
Adobe
ADBE
$95.9B
$2.28M 0.04%
9,366
-2,832
VIRT icon
342
Virtu Financial
VIRT
$4.73B
$2.27M 0.04%
44,618
+6,130
NVDL icon
343
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.19B
$2.23M 0.04%
21,672
+6,546
VNET
344
VNET Group
VNET
$2.61B
$2.23M 0.04%
268,672
+73,773
SPYI icon
345
NEOS S&P 500 High Income ETF
SPYI
$9.83B
$2.23M 0.04%
42,720
+19,233
UL icon
346
Unilever
UL
$125B
$2.23M 0.04%
39,116
+17,093
SPMB icon
347
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.94B
$2.22M 0.04%
99,734
+78,426
PJT icon
348
PJT Partners
PJT
$4.16B
$2.21M 0.04%
14,565
+4,082
CELH icon
349
Celsius Holdings
CELH
$7.17B
$2.2M 0.04%
67,421
+297
EWT icon
350
iShares MSCI Taiwan ETF
EWT
$10.5B
$2.2M 0.04%
+25,183
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