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
451
$265K 0.02%
6,638
-717
452
$264K 0.02%
+4,006
453
$260K 0.02%
13,102
+717
454
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3,134
+1
455
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456
$256K 0.02%
4,737
-299
457
$256K 0.02%
3,860
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458
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3,557
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460
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1,138
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461
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+3,188
462
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463
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18,632
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464
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465
$247K 0.02%
18,646
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466
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468
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260
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471
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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
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