DWM

Diversify Wealth Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.9M
3
+$10.5M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$9.88M
5
NVDA icon
NVIDIA
NVDA
+$8.16M

Top Sells

1
+$37.7M
2
+$21.4M
3
+$10.3M
4
NCNO icon
nCino
NCNO
+$2.76M
5
ZS icon
Zscaler
ZS
+$2.51M

Sector Composition

1 Technology 13.98%
2 Healthcare 6.68%
3 Financials 6.07%
4 Consumer Discretionary 5.46%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$333K 0.03%
1,718
+260
377
$331K 0.03%
+3,895
378
$330K 0.03%
920
-174
379
$328K 0.03%
10,924
-3,994
380
$328K 0.03%
+664
381
$327K 0.03%
4,249
-83
382
$325K 0.03%
3,106
+212
383
$322K 0.03%
702
+117
384
$322K 0.03%
9,364
-835
385
$320K 0.03%
+16,296
386
$316K 0.03%
4,959
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387
$315K 0.03%
2,386
+312
388
$314K 0.03%
4,655
+22
389
$313K 0.03%
10,865
-1,089
390
$313K 0.03%
1,093
-72
391
$311K 0.03%
4,073
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392
$311K 0.03%
5,056
-386
393
$310K 0.03%
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-667
394
$309K 0.03%
10,299
+1,364
395
$308K 0.03%
+1,100
396
$307K 0.03%
+9,369
397
$305K 0.03%
5,984
+1,002
398
$301K 0.03%
12,391
+3,573
399
$298K 0.03%
+3,247
400
$297K 0.03%
+5,384
14 15
16
17 18