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
$1.73B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$3.91M
3
+$3.69M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.38M
5
O icon
Realty Income
O
+$2.33M

Top Sells

1
+$3.35M
2
+$2M
3
+$2M
4
GGAL icon
Galicia Financial Group
GGAL
+$1.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.62M

Sector Composition

1 Technology 19.15%
2 Financials 6.74%
3 Healthcare 5.97%
4 Consumer Discretionary 4.85%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.44%
53,232
-3,550
52
$7.52M 0.43%
15,801
+1,280
53
$7.44M 0.43%
43,020
-2,948
54
$7.35M 0.42%
51,163
+1,845
55
$7.34M 0.42%
139,099
+9,422
56
$7.3M 0.42%
158,643
-2,740
57
$7.28M 0.42%
21,610
-111
58
$7.27M 0.42%
347,905
+41,162
59
$7.24M 0.42%
41,921
+1,357
60
$7.18M 0.41%
33,865
+1,007
61
$7.15M 0.41%
96,064
+2,489
62
$7.14M 0.41%
70,279
+4,174
63
$7.11M 0.41%
47,114
+1,068
64
$6.93M 0.4%
12,547
+497
65
$6.65M 0.38%
7,414
+191
66
$6.42M 0.37%
41,680
+1,583
67
$6.34M 0.37%
118,458
+3,250
68
$6.27M 0.36%
11,525
+6
69
$6.26M 0.36%
124,734
+164
70
$6.24M 0.36%
23,629
+1,285
71
$6.23M 0.36%
157,831
+4,265
72
$6.23M 0.36%
83,878
-21,955
73
$6.04M 0.35%
34,631
+1,456
74
$6.04M 0.35%
19,811
+559
75
$6.02M 0.35%
9,518
+87
1 2
3
4 5