DWM

Diversify Wealth Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$8.21M
3
+$4.29M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.28M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.23M

Top Sells

1
+$4.02M
2
+$3.1M
3
+$2.63M
4
CMCSA icon
Comcast
CMCSA
+$2.34M
5
HON icon
Honeywell
HON
+$2.08M

Sector Composition

1 Technology 15.08%
2 Financials 7.84%
3 Healthcare 6.73%
4 Consumer Discretionary 5.05%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$380K 0.03%
4,640
-14
402
$380K 0.03%
6,559
-72
403
$378K 0.03%
+26,664
404
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1,461
-75
405
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13,608
-2,527
406
$371K 0.03%
3,414
-3
407
$366K 0.03%
2,127
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408
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19,241
-10,002
409
$363K 0.03%
5,576
+15
410
$363K 0.03%
752
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411
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13,358
-4,997
412
$359K 0.03%
10,355
-243
413
$358K 0.03%
17,032
-685
414
$358K 0.03%
5,317
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415
$356K 0.03%
6,984
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416
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417
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8,112
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418
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419
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858
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420
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1,941
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421
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6,062
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422
$339K 0.03%
5,268
-366
423
$334K 0.02%
2,739
+1
424
$333K 0.02%
9,188
-752
425
$323K 0.02%
+10,444
15 16
17
18 19