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
401
$296K 0.03%
4,612
+142
402
$295K 0.03%
2,787
-281
403
$293K 0.03%
17,470
-1,604
404
$292K 0.03%
6,975
-34,689
405
$288K 0.03%
+4,529
406
$287K 0.03%
2,939
-805
407
$285K 0.03%
+5,734
408
$284K 0.03%
+4,689
409
$283K 0.03%
7,392
-1,454
410
$282K 0.03%
8,745
+1,196
411
$281K 0.03%
1,439
-123
412
$281K 0.03%
7,577
-882
413
$279K 0.03%
7,434
+906
414
$276K 0.03%
4,324
-396
415
$273K 0.03%
1,204
-27
416
$272K 0.03%
9,442
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417
$269K 0.03%
+19,634
418
$264K 0.03%
3,573
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419
$264K 0.03%
1,919
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420
$262K 0.03%
2,607
+392
421
$261K 0.03%
1,010
-396
422
$259K 0.02%
3,780
-330
423
$259K 0.02%
1,552
-77
424
$254K 0.02%
+4,074
425
$253K 0.02%
1,029
-4
15 16
17
18 19