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
426
$372K 0.02%
4,205
-195
427
$371K 0.02%
1,937
+763
428
$365K 0.02%
3,410
+7
429
$364K 0.02%
1,885
-160
430
$363K 0.02%
15,957
+13
431
$361K 0.02%
1,742
-117
432
$357K 0.02%
+4,420
433
$353K 0.02%
3,780
-250
434
$352K 0.02%
5,077
-686
435
$346K 0.02%
4,350
436
$346K 0.02%
3,149
437
$340K 0.02%
5,981
+20
438
$339K 0.02%
4,959
-248
439
$338K 0.02%
+3,519
440
$337K 0.02%
4,037
-1,398
441
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3,617
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442
$332K 0.02%
311
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443
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1,144
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444
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2,653
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445
$324K 0.02%
419
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446
$323K 0.02%
9,367
+1,119
447
$318K 0.02%
1,477
-17
448
$318K 0.02%
3,611
+332
449
$317K 0.02%
9,303
-570
450
$316K 0.02%
6,778
+92
16 17
18
19 20