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
$1.28B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.8M
3
+$10.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.75M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.57M

Top Sells

1
+$15.1M
2
+$12.4M
3
+$12.2M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$12.1M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.53M

Sector Composition

1 Technology 15.93%
2 Financials 7.08%
3 Healthcare 6.43%
4 Consumer Discretionary 5.98%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$373K 0.03%
19,805
+3,509
402
$367K 0.03%
10,660
+3,226
403
$367K 0.03%
2,738
-388
404
$366K 0.03%
+1,940
405
$365K 0.03%
1,045
+125
406
$360K 0.03%
4,629
-614
407
$358K 0.03%
5,312
+1,417
408
$356K 0.03%
2,038
-86
409
$353K 0.03%
11,845
+921
410
$353K 0.03%
4,024
+777
411
$352K 0.03%
5,634
-1,114
412
$352K 0.03%
1,060
-33
413
$349K 0.03%
7,366
-189
414
$345K 0.03%
+3,417
415
$343K 0.03%
+11,438
416
$341K 0.03%
6,215
-833
417
$334K 0.03%
1,371
-68
418
$333K 0.03%
4,284
-715
419
$333K 0.03%
10,598
-267
420
$327K 0.03%
+3,148
421
$325K 0.03%
13,560
+3,261
422
$321K 0.03%
+5,919
423
$319K 0.02%
1,464
-640
424
$319K 0.02%
+16,153
425
$317K 0.02%
10,447
-415
15 16
17
18 19