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
351
$531K 0.04%
2,082
+30
352
$528K 0.04%
6,455
-1,460
353
$525K 0.04%
+23,119
354
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6,316
+55
355
$519K 0.04%
6,794
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356
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+1,186
357
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3,717
+375
358
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8,716
-691
359
$508K 0.04%
48,969
-5,082
360
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3,236
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361
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12,403
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362
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363
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1,295
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364
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2,151
-421
365
$465K 0.03%
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-304
366
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368
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369
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370
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16,399
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371
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3,234
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6,946
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373
$439K 0.03%
6,668
-594
374
$438K 0.03%
2,739
-355
375
$436K 0.03%
18,302
-27,491
13 14
15
16 17