DWM
Diversify Wealth Management Portfolio holdings
AUM
$1.62B
1-Year Return
20.36%
This Quarter Return
+11.65%
1 Year Return
+20.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.62B
AUM Growth
+$272M
(+20%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
6.73%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
556
New
46
Increased
301
Reduced
165
Closed
21
Top Buys
| 1 |
ServiceNow
NOW
|
$15.5M |
| 2 |
Stagwell
STGW
|
$9.7M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$5.33M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.83M |
| 5 |
NVIDIA
NVDA
|
$3.15M |
Top Sells
| 1 |
VRNA
Verona Pharma
VRNA
|
$2.62M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.96M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.73M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.69M |
| 5 |
Banco Macro
BMA
|
$1.38M |
Sector Composition
| 1 | Technology | 17.68% |
| 2 | Financials | 7.42% |
| 3 | Healthcare | 5.94% |
| 4 | Consumer Discretionary | 4.85% |
| 5 | Industrials | 4.48% |
