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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
$5.6B
AUM Growth
+$3.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$196M
3
+$78.8M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$76.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$70M

Top Sells

1
+$18.5M
2
+$6.9M
3
+$3.54M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.02M
5
FIG
Figma
FIG
+$2.56M

Sector Composition

1 Technology 19.86%
2 Financials 5.27%
3 Communication Services 4.82%
4 Consumer Discretionary 3.72%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
526
Verisk Analytics
VRSK
$23.4B
$1.25M 0.02%
6,636
+5,146
FLHY icon
527
Franklin High Yield Corporate ETF
FLHY
$1.15B
$1.25M 0.02%
+51,257
CDW icon
528
CDW
CDW
$17.2B
$1.24M 0.02%
9,156
+3,068
JMUB icon
529
JPMorgan Municipal ETF
JMUB
$7.81B
$1.24M 0.02%
+24,588
SEIC icon
530
SEI Investments
SEIC
$10.6B
$1.23M 0.02%
+13,551
JBBB icon
531
Janus Henderson B-BBB CLO ETF
JBBB
$1.2B
$1.23M 0.02%
+25,950
ADSK icon
532
Autodesk
ADSK
$47.5B
$1.22M 0.02%
+5,181
HYG icon
533
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$1.22M 0.02%
15,188
+8,731
GMAB icon
534
Genmab
GMAB
$15.2B
$1.22M 0.02%
+46,564
BITB icon
535
Bitwise Bitcoin ETF
BITB
$2.43B
$1.21M 0.02%
+29,608
PLD icon
536
Prologis
PLD
$133B
$1.21M 0.02%
+8,728
OTIS icon
537
Otis Worldwide
OTIS
$26.7B
$1.21M 0.02%
15,805
+3,208
MKL icon
538
Markel Group
MKL
$22.5B
$1.21M 0.02%
686
+139
HST icon
539
Host Hotels & Resorts
HST
$16.7B
$1.2M 0.02%
+57,050
IGF icon
540
iShares Global Infrastructure ETF
IGF
$10.6B
$1.19M 0.02%
17,891
+7,901
EXLS icon
541
EXL Service
EXLS
$4.5B
$1.19M 0.02%
38,163
+13,688
MAR icon
542
Marriott International
MAR
$103B
$1.19M 0.02%
+3,362
COR icon
543
Cencora
COR
$53.3B
$1.18M 0.02%
+3,799
B
544
Barrick Mining
B
$66.1B
$1.18M 0.02%
30,737
+17,149
BATRK icon
545
Atlanta Braves Holdings Series B
BATRK
$3.17B
$1.18M 0.02%
24,150
+18,183
SCHV icon
546
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$1.17M 0.02%
+36,787
AVY icon
547
Avery Dennison
AVY
$11.7B
$1.17M 0.02%
7,209
+2,397
DELL icon
548
Dell
DELL
$260B
$1.17M 0.02%
+5,701
XLV icon
549
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$1.17M 0.02%
8,183
+5,995
ACWV icon
550
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
$1.17M 0.02%
+9,725
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