DWM
Diversify Wealth Management Portfolio holdings
AUM
$1.62B
1-Year Est. Return
20.36%
1 Year Est. Return
+20.36%
AUM
$1.62B
AUM Growth
+$272M
(+20%)
Holding
556
Top Buys
| 1 | +$15.5M | |
| 2 | +$9.7M | |
| 3 | +$5.33M | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.83M |
| 5 |
NVIDIA
NVDA
|
+$3.15M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$1.96M | |
| 3 | +$1.73M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.69M |
| 5 |
Banco Macro
BMA
|
+$1.38M |
Sector Composition
| 1 | Technology | 17.68% |
| 2 | Financials | 7.42% |
| 3 | Healthcare | 5.94% |
| 4 | Consumer Discretionary | 4.85% |
| 5 | Industrials | 4.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Teradata
TDC
$2.01B
| – | – |
-10,183
|
|
||
552
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| – | – |
-6,404
|
|
||
553
UBS Group
UBS
$121B
| – | – |
-41,885
|
|
||
554
Werner Enterprises
WERN
$1.72B
| – | – |
-14,778
|
|
||
555
Health Care Select Sector SPDR Fund
XLV
$36B
| – | – |
-1,503
|
|
||
|
STFS
556
Star Fashion Culture Holdings
STFS
$6.67M
| – | – |
-15,000
|
|