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
$1.04B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$25.8M
3
+$18.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.7M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$14.1M

Top Sells

1
+$34.8M
2
+$20.5M
3
+$10.3M
4
ZS icon
Zscaler
ZS
+$2.51M
5
NCNO icon
nCino
NCNO
+$2.33M

Sector Composition

1 Technology 13.98%
2 Healthcare 6.68%
3 Financials 6.07%
4 Consumer Discretionary 5.46%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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