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
426
$319K 0.02%
5,207
-71
427
$314K 0.02%
4,914
+115
428
$313K 0.02%
4,764
+692
429
$312K 0.02%
15,117
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430
$312K 0.02%
3,098
-452
431
$310K 0.02%
17,099
-4,238
432
$309K 0.02%
13,197
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433
$309K 0.02%
3,056
-286
434
$306K 0.02%
10,985
-453
435
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1,890
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436
$297K 0.02%
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+20
437
$296K 0.02%
3,560
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438
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9,153
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439
$293K 0.02%
14,422
+3,678
440
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442
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9,562
-2,283
443
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8,000
-1,323
444
$282K 0.02%
11,550
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445
$278K 0.02%
+10,645
446
$278K 0.02%
4,728
+448
447
$276K 0.02%
2,555
-242
448
$276K 0.02%
6,806
-560
449
$273K 0.02%
11,460
+710
450
$268K 0.02%
+5,633
16 17
18
19 20