DWM

Diversify Wealth Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.8M
3
+$10.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.75M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.57M

Top Sells

1
+$15.1M
2
+$12.4M
3
+$12.2M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$12.1M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.53M

Sector Composition

1 Technology 15.93%
2 Financials 7.08%
3 Healthcare 6.43%
4 Consumer Discretionary 5.98%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$218K 0.02%
+1,246
477
$218K 0.02%
5,838
-1,554
478
$218K 0.02%
+4,280
479
$217K 0.02%
+1,839
480
$217K 0.02%
+12,328
481
$216K 0.02%
+771
482
$215K 0.02%
+606
483
$215K 0.02%
5,824
-15
484
$213K 0.02%
2,933
+278
485
$212K 0.02%
+914
486
$211K 0.02%
4,915
-141
487
$207K 0.02%
7,443
+680
488
$206K 0.02%
+10,744
489
$204K 0.02%
450
-25
490
$204K 0.02%
3,432
-90
491
$202K 0.02%
+1,685
492
$202K 0.02%
2,483
-188
493
$201K 0.02%
+3,774
494
$201K 0.02%
948
-43
495
$201K 0.02%
+11,084
496
$199K 0.02%
20,000
497
$196K 0.02%
86,248
-78,299
498
$180K 0.01%
+20,010
499
$157K 0.01%
10,009
-324
500
$142K 0.01%
18,830
+6,553
18 19
20
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