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
$804M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.14%
2 Healthcare 7.7%
3 Financials 6.57%
4 Industrials 5.94%
5 Consumer Discretionary 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$56.6K 0.01%
+60,000
427
$39.3K ﹤0.01%
+30,000
428
$39K ﹤0.01%
+33,082
429
$36.8K ﹤0.01%
+2,500
430
$24.9K ﹤0.01%
+761
431
$24.3K ﹤0.01%
+20,000
432
$2.48K ﹤0.01%
+1,346