DWM

Diversify Wealth Management Portfolio holdings

AUM $2.14B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
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
+$9.49M
2
+$8.66M
3
+$4.52M
4
SNOW icon
Snowflake
SNOW
+$4.25M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.22M

Top Sells

1
+$4.42M
2
+$3.53M
3
+$2.83M
4
CMCSA icon
Comcast
CMCSA
+$2.49M
5
SHOP icon
Shopify
SHOP
+$2.14M

Sector Composition

1 Technology 15.08%
2 Financials 7.84%
3 Healthcare 6.73%
4 Consumer Discretionary 5.05%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$265K 0.02%
6,638
-717
452
$264K 0.02%
+4,006
453
$260K 0.02%
13,102
+717
454
$260K 0.02%
3,134
+1
455
$258K 0.02%
+2,135
456
$256K 0.02%
4,737
-299
457
$256K 0.02%
3,860
+425
458
$255K 0.02%
3,557
-845
459
$253K 0.02%
2,336
-28
460
$252K 0.02%
1,138
+17
461
$251K 0.02%
+3,188
462
$249K 0.02%
+3,252
463
$249K 0.02%
18,632
+1,918
464
$248K 0.02%
3,795
-416
465
$247K 0.02%
18,646
+1
466
$247K 0.02%
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467
$244K 0.02%
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468
$242K 0.02%
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469
$239K 0.02%
260
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470
$233K 0.02%
2,645
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471
$233K 0.02%
+5,951
472
$232K 0.02%
1,382
-45
473
$232K 0.02%
958
-41
474
$231K 0.02%
+1,423
475
$224K 0.02%
1,750
+65
17 18
19
20 21