DWM
Diversify Wealth Management Portfolio holdings
AUM
$1.73B
1-Year Est. Return
21.75%
1 Year Est. Return
+21.75%
AUM
$1.62B
AUM Growth
+$272M
(+20%)
Holding
556
Top Buys
| 1 | +$15.5M | |
| 2 | +$9.7M | |
| 3 | +$5.33M | |
| 4 |
State Street 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
Republic Services
RSG
$63.8B
| – | – |
-813
|
|
||
552
Spotify
SPOT
$133B
| – | – |
-386
|
|
||
553
Trip.com Group
TCOM
$48.7B
| – | – |
-10,643
|
|
||
554
Teradata
TDC
$2.51B
| – | – |
-10,183
|
|
||
555
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| – | – |
-6,404
|
|
||
556
UBS Group
UBS
$122B
| – | – |
-41,885
|
|