DWM

Diversify Wealth Management Portfolio holdings

AUM $2.14B
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.8M
3
+$4.95M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.27M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.47M

Top Sells

1
+$1.84M
2
+$1.76M
3
+$1.68M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.6M
5
BMA icon
Banco Macro
BMA
+$1.55M

Sector Composition

1 Technology 17.68%
2 Financials 7.42%
3 Healthcare 5.94%
4 Consumer Discretionary 4.85%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$259K 0.02%
3,541
-18,782
477
$259K 0.02%
2,263
+15
478
$254K 0.02%
338
-19
479
$254K 0.02%
+3,078
480
$252K 0.02%
3,484
+84
481
$251K 0.02%
1,882
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482
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483
$250K 0.02%
7,829
-601
484
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+5,740
485
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486
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2,201
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487
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4,920
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488
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3,428
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489
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490
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491
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494
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495
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10,612
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496
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27,201
497
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+1,106
498
$228K 0.01%
3,039
-238
499
$225K 0.01%
+1,174
500
$224K 0.01%
17,422
-1,210
18 19
20
21 22