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
451
$307K 0.02%
8,283
-50,636
452
$305K 0.02%
11,747
-575
453
$304K 0.02%
3,125
454
$303K 0.02%
5,347
+155
455
$301K 0.02%
3,134
456
$299K 0.02%
1,899
-106
457
$297K 0.02%
11,100
-1,132
458
$297K 0.02%
14,541
-581
459
$294K 0.02%
9,578
+2,561
460
$291K 0.02%
4,791
-37,914
461
$289K 0.02%
7,847
-683
462
$289K 0.02%
11,714
+723
463
$286K 0.02%
2,263
464
$286K 0.02%
12,712
-6,072
465
$283K 0.02%
2,015
+133
466
$282K 0.02%
5,611
-80
467
$281K 0.02%
3,711
+633
468
$280K 0.02%
4,689
469
$279K 0.02%
1,261
+292
470
$278K 0.02%
2,880
-1,392
471
$272K 0.02%
15,745
-72
472
$269K 0.02%
2,595
473
$266K 0.02%
14,514
-2,223
474
$263K 0.02%
1,084
+55
475
$263K 0.02%
7,938
-1,782
17 18
19
20 21