DWM
Diversify Wealth Management Portfolio holdings
AUM $1.35B
AUM
$1.35B
AUM Growth
+$63.4M (+5%)
Cap. Flow
+$116M
Cap. Flow % of AUM
8.62%
Top 10 Holdings %Top 10 Hldgs %
22.27%
Holding
559
New
45
Increased
272
Reduced
181
Closed
49
Top Buys
| 1 | $8.91M | |
| 2 | $8.21M | |
| 3 | $4.29M | |
| 4 | $4.28M | |
| 5 | $4.23M |
Top Sells
| 1 | $4.02M | |
| 2 | $3.1M | |
| 3 | $2.63M | |
| 4 | $2.34M | |
| 5 | $2.08M |
Sector Composition
| 1 | Technology | 15.29% |
| 2 | Financials | 7.84% |
| 3 | Healthcare | 6.73% |
| 4 | Consumer Discretionary | 5.05% |
| 5 | Industrials | 4.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $319K | 0.02% | 5,207 -71 | -1% | -$4.35K | |||
| $314K | 0.02% | 4,914 +115 | +2% | +$7.35K | |||
| $313K | 0.02% | 4,764 +692 | +17% | +$45.4K | |||
| $312K | 0.02% | 15,117 +2,031 | +16% | +$42K | |||
| $312K | 0.02% | 3,098 -452 | -13% | -$45.6K | |||
| $310K | 0.02% | 17,099 -4,238 | -20% | -$76.9K | |||
| $309K | 0.02% | 13,197 -922 | -7% | -$21.6K | |||
| $309K | 0.02% | 3,056 -286 | -9% | -$28.9K | |||
| $306K | 0.02% | 10,985 -453 | -4% | -$12.6K | |||
| $304K | 0.02% | 1,890 -145 | -7% | -$23.3K | |||
| $297K | 0.02% | 5,939 +20 | +0.3% | +$1K | |||
| $296K | 0.02% | 3,560 +186 | +6% | +$15.5K | |||
| $294K | 0.02% | 9,153 -216 | -2% | -$6.95K | |||
| $293K | 0.02% | 14,422 +3,678 | +34% | +$74.8K | |||
| $293K | 0.02% | 3,149 +1 | +0% | +$93 | |||
| $292K | 0.02% | 14,755 -1,398 | -9% | -$27.7K | |||
| $288K | 0.02% | 9,562 -2,283 | -19% | -$68.8K | |||
| $286K | 0.02% | 5,333 -882 | -14% | -$47.3K | |||
| $282K | 0.02% | 11,550 +154 | +1% | +$3.76K | |||
| $278K | 0.02% | 10,645 | New | +$278K | |||
| $278K | 0.02% | 4,728 +448 | +10% | +$26.3K | |||
| $276K | 0.02% | 2,555 -242 | -9% | -$26.1K | |||
| $276K | 0.02% | 6,806 -560 | -8% | -$22.7K | |||
| $273K | 0.02% | 11,460 +710 | +7% | +$16.9K | |||
| $268K | 0.02% | 5,633 | New | +$268K |
