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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
AZN icon
351
AstraZeneca
AZN
$284B
$2.2M 0.04%
11,855
+7,681
SCHZ icon
352
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$2.19M 0.04%
94,736
+4,762
TEVA icon
353
Teva Pharmaceuticals
TEVA
$38.7B
$2.19M 0.04%
61,908
+54,488
QTOP
354
iShares Nasdaq Top 30 Stocks ETF
QTOP
$283M
$2.18M 0.04%
+62,498
CRWV
355
CoreWeave Inc
CRWV
$52.4B
$2.17M 0.04%
18,983
+14,895
FICO icon
356
Fair Isaac
FICO
$27.9B
$2.16M 0.04%
2,072
+335
CRS icon
357
Carpenter Technology
CRS
$25.2B
$2.15M 0.04%
+5,291
KEP icon
358
Korea Electric Power
KEP
$15.4B
$2.15M 0.04%
146,191
+44,648
FSK icon
359
FS KKR Capital
FSK
$3.02B
$2.14M 0.04%
200,812
+97,808
TER icon
360
Teradyne
TER
$55.1B
$2.14M 0.04%
+6,970
EDGI
361
3EDGE Dynamic International Equity ETF
EDGI
$82.9M
$2.12M 0.04%
71,974
+13,229
KNSL icon
362
Kinsale Capital Group
KNSL
$6.97B
$2.12M 0.04%
6,392
+4,430
SAP icon
363
SAP
SAP
$206B
$2.1M 0.04%
12,373
+44
XLU icon
364
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$2.08M 0.04%
45,639
+23,756
OKTA icon
365
Okta
OKTA
$20.4B
$2.08M 0.04%
+27,265
OUT icon
366
Outfront Media
OUT
$5.38B
$2.07M 0.04%
+67,992
IWD icon
367
iShares Russell 1000 Value ETF
IWD
$74.6B
$2.07M 0.04%
9,120
+1,665
VEEV icon
368
Veeva Systems
VEEV
$27B
$2.07M 0.04%
13,059
+586
ESLT icon
369
Elbit Systems
ESLT
$38.3B
$2.04M 0.04%
+2,493
SLV icon
370
iShares Silver Trust
SLV
$31.4B
$2.02M 0.04%
31,221
+26,127
ABT icon
371
Abbott
ABT
$159B
$2.02M 0.04%
22,151
+11,443
FUTU icon
372
Futu Holdings
FUTU
$12.6B
$2.02M 0.04%
13,173
+3,707
XCEM icon
373
Columbia EM Core ex-China ETF
XCEM
$1.91B
$2.01M 0.04%
+43,465
XLE icon
374
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$2.01M 0.04%
+34,066
IYW icon
375
iShares US Technology ETF
IYW
$23.4B
$2.01M 0.04%
9,306
+2,935
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