DWM

Diversify Wealth Management Portfolio holdings

AUM $2.14B
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.8M
3
+$4.95M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.27M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.47M

Top Sells

1
+$1.84M
2
+$1.76M
3
+$1.68M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.6M
5
BMA icon
Banco Macro
BMA
+$1.55M

Sector Composition

1 Technology 17.68%
2 Financials 7.42%
3 Healthcare 5.94%
4 Consumer Discretionary 4.85%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$473K 0.03%
2,425
+181
377
$471K 0.03%
4,473
-24,865
378
$470K 0.03%
1,656
-184
379
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14,567
-1,285
380
$467K 0.03%
19,748
-13,706
381
$464K 0.03%
5,840
382
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2,915
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383
$462K 0.03%
+3,105
384
$462K 0.03%
2,783
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385
$452K 0.03%
1,823
386
$451K 0.03%
2,952
+213
387
$451K 0.03%
5,435
-1,020
388
$445K 0.03%
18,805
+159
389
$445K 0.03%
19,500
390
$443K 0.03%
14,432
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391
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393
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1,590
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394
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5,694
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395
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18,236
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396
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8,985
397
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2,829
-180
398
$422K 0.03%
4,830
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399
$419K 0.03%
15,689
+5,044
400
$417K 0.03%
9,276
14 15
16
17 18