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
$1.04B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.9M
3
+$10.5M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$9.88M
5
NVDA icon
NVIDIA
NVDA
+$8.16M

Top Sells

1
+$37.7M
2
+$21.4M
3
+$10.3M
4
NCNO icon
nCino
NCNO
+$2.76M
5
ZS icon
Zscaler
ZS
+$2.51M

Sector Composition

1 Technology 13.98%
2 Healthcare 6.68%
3 Financials 6.07%
4 Consumer Discretionary 5.46%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$250K 0.02%
6,763
-178
427
$249K 0.02%
20,000
428
$249K 0.02%
+7,866
429
$246K 0.02%
+1,207
430
$239K 0.02%
+3,303
431
$236K 0.02%
2,655
432
$234K 0.02%
+1,415
433
$233K 0.02%
1,157
-85
434
$233K 0.02%
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+1,641
435
$233K 0.02%
+1,757
436
$232K 0.02%
262
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437
$227K 0.02%
1,144
-68
438
$226K 0.02%
371
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439
$225K 0.02%
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-239
440
$224K 0.02%
+3,522
441
$224K 0.02%
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442
$221K 0.02%
+5,839
443
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444
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445
$219K 0.02%
2,172
-81
446
$214K 0.02%
991
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447
$210K 0.02%
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448
$209K 0.02%
+4,122
449
$207K 0.02%
3,117
-493
450
$206K 0.02%
+941
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