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
476
$224K 0.02%
+1,571
477
$223K 0.02%
+3,400
478
$223K 0.02%
+386
479
$221K 0.02%
10,183
-264
480
$220K 0.02%
27,201
+1
481
$220K 0.02%
16,653
+6,644
482
$219K 0.02%
3,277
-155
483
$216K 0.02%
2,248
+1
484
$215K 0.02%
6,878
-988
485
$215K 0.02%
+357
486
$215K 0.02%
12,368
+40
487
$212K 0.02%
+1,065
488
$211K 0.02%
3,424
-1,146
489
$210K 0.02%
3,199
-252
490
$209K 0.02%
1,503
-5,905
491
$208K 0.02%
+2,235
492
$208K 0.02%
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493
$205K 0.02%
3,481
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494
$201K 0.02%
3,282
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495
$201K 0.02%
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496
$201K 0.01%
+813
497
$193K 0.01%
+84,514
498
$176K 0.01%
23,197
+2,705
499
$143K 0.01%
15,001
+1
500
$138K 0.01%
20,010
18 19
20
21 22