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
$1.73B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$3.91M
3
+$3.69M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.38M
5
O icon
Realty Income
O
+$2.33M

Top Sells

1
+$3.35M
2
+$2M
3
+$2M
4
GGAL icon
Galicia Financial Group
GGAL
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.62M

Sector Composition

1 Technology 19.15%
2 Financials 6.74%
3 Healthcare 5.97%
4 Consumer Discretionary 4.85%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$504K 0.03%
1,680
-107
377
$501K 0.03%
2,836
-262
378
$499K 0.03%
2,547
-368
379
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863
+14
380
$494K 0.03%
2,789
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381
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5,864
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382
$493K 0.03%
18,330
+2,641
383
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-30
384
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385
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14,527
-3,709
386
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4,066
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387
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7,851
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388
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6,851
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389
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15,443
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390
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391
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393
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394
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395
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1,823
396
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12,785
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397
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5,659
-35
398
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8,985
399
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1,257
-34
400
$453K 0.03%
4,819
-11
14 15
16
17 18