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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
BMI icon
576
Badger Meter
BMI
$3.8B
$1.06M 0.02%
9,019
+2,880
AVMA icon
577
Avantis Moderate Allocation ETF
AVMA
$64.9M
$1.06M 0.02%
15,044
+8,484
IGIB icon
578
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$1.06M 0.02%
+19,902
VV icon
579
Vanguard Large-Cap ETF
VV
$51.9B
$1.06M 0.02%
3,227
+1,008
XLP icon
580
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.06M 0.02%
12,727
+7,832
PLMR icon
581
Palomar
PLMR
$2.83B
$1.05M 0.02%
+8,500
CSMD icon
582
Congress SMid Growth ETF
CSMD
$456M
$1.05M 0.02%
33,122
+16,586
BNY
583
Bank of New York Mellon
BNY
$97.3B
$1.05M 0.02%
+7,918
HYMB icon
584
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$1.05M 0.02%
+41,630
DECK icon
585
Deckers Outdoor
DECK
$15.2B
$1.04M 0.02%
10,309
+3,472
AMP icon
586
Ameriprise Financial
AMP
$40.4B
$1.04M 0.02%
+2,189
MGC icon
587
Vanguard Mega Cap 300 Index ETF
MGC
$9.99B
$1.04M 0.02%
3,977
-334
SHYM
588
iShares Short Duration High Yield Muni Active ETF
SHYM
$748M
$1.03M 0.02%
46,635
+37,681
MNST icon
589
Monster Beverage
MNST
$86.5B
$1.03M 0.02%
+13,425
HLNE icon
590
Hamilton Lane
HLNE
$3.49B
$1.03M 0.02%
+11,604
CCL icon
591
Carnival Corporation Ltd
CCL
$37.4B
$1.03M 0.02%
+40,124
MELI icon
592
Mercado Libre
MELI
$81.7B
$1.01M 0.02%
574
+138
MTB icon
593
M&T Bank
MTB
$32.6B
$1.01M 0.02%
+4,699
XMAR icon
594
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$129M
$1.01M 0.02%
+23,980
ESGE icon
595
iShares ESG Aware MSCI EM ETF
ESGE
$6.65B
$1M 0.02%
19,958
+10,622
NDAQ icon
596
Nasdaq
NDAQ
$49.1B
$1M 0.02%
+10,961
DCO icon
597
Ducommun
DCO
$2.26B
$996K 0.02%
7,200
SYY icon
598
Sysco
SYY
$36.6B
$990K 0.02%
13,390
+4,217
MDLZ icon
599
Mondelez International
MDLZ
$79.1B
$989K 0.02%
16,209
+11,797
PH icon
600
Parker-Hannifin
PH
$111B
$988K 0.02%
1,043
+550
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