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
401
$445K 0.03%
+4,954
402
$440K 0.03%
6,711
+227
403
$431K 0.02%
21,728
+504
404
$428K 0.02%
9,276
405
$424K 0.02%
4,744
+1,040
406
$424K 0.02%
17,268
-259
407
$422K 0.02%
3,227
+1,272
408
$419K 0.02%
3,315
+210
409
$411K 0.02%
4,412
-27
410
$410K 0.02%
8,644
411
$409K 0.02%
864
+2
412
$409K 0.02%
2,925
+186
413
$399K 0.02%
13,040
-5,765
414
$399K 0.02%
2,251
-174
415
$399K 0.02%
9,668
+912
416
$391K 0.02%
1,489
-101
417
$390K 0.02%
14,439
-128
418
$387K 0.02%
3,501
-251
419
$386K 0.02%
4,725
-52
420
$382K 0.02%
2,065
-312
421
$375K 0.02%
2,320
+309
422
$374K 0.02%
15,963
-3,785
423
$374K 0.02%
15,158
-981
424
$373K 0.02%
4,657
-97
425
$373K 0.02%
1,380
-178
15 16
17
18 19