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
476
$263K 0.02%
3,372
-204
477
$263K 0.02%
2,966
-20,255
478
$261K 0.02%
4,613
-419
479
$261K 0.02%
5,854
+114
480
$260K 0.02%
2,529
-1,256
481
$257K 0.01%
5,634
-77
482
$254K 0.01%
3,433
+5
483
$253K 0.01%
5,503
-2,145
484
$252K 0.01%
3,394
-90
485
$251K 0.01%
3,354
-1,213
486
$250K 0.01%
6,081
-253
487
$250K 0.01%
+2,052
488
$249K 0.01%
3,655
+9
489
$242K 0.01%
+1,722
490
$242K 0.01%
2,864
-169
491
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2,015
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492
$237K 0.01%
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493
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+2,869
494
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6,683
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495
$234K 0.01%
5,300
+96
496
$233K 0.01%
2,542
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497
$232K 0.01%
767
498
$232K 0.01%
+1,604
499
$232K 0.01%
4,608
500
$231K 0.01%
3,039
18 19
20
21 22