DWM

Diversify Wealth Management Portfolio holdings

AUM $2.14B
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.8M
3
+$4.95M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.27M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.47M

Top Sells

1
+$1.84M
2
+$1.76M
3
+$1.68M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.6M
5
BMA icon
Banco Macro
BMA
+$1.55M

Sector Composition

1 Technology 17.68%
2 Financials 7.42%
3 Healthcare 5.94%
4 Consumer Discretionary 4.85%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.86M 0.42%
45,968
+653
52
$6.85M 0.42%
66,105
+2,787
53
$6.84M 0.42%
129,677
+5,097
54
$6.84M 0.42%
29,524
+3,045
55
$6.83M 0.42%
14,521
+1,011
56
$6.72M 0.42%
40,564
+4,743
57
$6.68M 0.41%
93,575
+6,414
58
$6.64M 0.41%
153,566
+12,938
59
$6.61M 0.41%
11,519
+677
60
$6.56M 0.41%
89,189
+12,891
61
$6.53M 0.4%
32,858
+3,924
62
$6.43M 0.4%
306,743
+45,670
63
$6.26M 0.39%
124,570
+8,183
64
$6.19M 0.38%
40,097
+4,367
65
$6.17M 0.38%
46,046
+2,318
66
$6.16M 0.38%
22,344
+2,106
67
$5.98M 0.37%
220,818
-10,264
68
$5.93M 0.37%
14,970
+1,705
69
$5.9M 0.36%
33,706
+2,401
70
$5.86M 0.36%
28,827
-261
71
$5.71M 0.35%
32,877
+4,080
72
$5.64M 0.35%
124,152
+1,628
73
$5.54M 0.34%
48,709
+3,845
74
$5.52M 0.34%
32,746
+318
75
$5.51M 0.34%
238,937
-39,488
1 2
3
4 5