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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
CBRE icon
751
CBRE Group
CBRE
$38.6B
$595K 0.01%
+4,176
GQRE icon
752
FlexShares Global Quality Real Estate Index Fund
GQRE
$405M
$589K 0.01%
+9,258
ONEV icon
753
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$410M
$589K 0.01%
+4,267
IVOO icon
754
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.59B
$589K 0.01%
+4,861
DFEB icon
755
FT Vest US Equity Deep Buffer ETF February
DFEB
$455M
$589K 0.01%
+11,920
MCO icon
756
Moody's
MCO
$77.5B
$588K 0.01%
1,278
+303
APUE icon
757
ActivePassive US Equity ETF
APUE
$2.49B
$587K 0.01%
13,447
+3,937
TFLO icon
758
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$584K 0.01%
+11,537
GRMN icon
759
Garmin
GRMN
$45.4B
$584K 0.01%
+2,308
AWK icon
760
American Water Works
AWK
$23.9B
$583K 0.01%
+4,418
DIHP icon
761
Dimensional International High Profitability ETF
DIHP
$5.95B
$581K 0.01%
+17,623
ICF icon
762
iShares Select U.S. REIT ETF
ICF
$2.05B
$579K 0.01%
8,682
-210
PLTU
763
Direxion Daily PLTR Bull 2X ETF
PLTU
$483M
$579K 0.01%
15,109
-4,900
MPLX icon
764
MPLX
MPLX
$57.2B
$574K 0.01%
+10,345
XLC icon
765
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$570K 0.01%
+4,944
KEYS icon
766
Keysight
KEYS
$56.7B
$569K 0.01%
+1,696
AMX icon
767
America Movil
AMX
$74.7B
$567K 0.01%
+21,709
CGNG
768
Capital Group New Geography Equity ETF
CGNG
$2.4B
$567K 0.01%
+16,605
MOH icon
769
Molina Healthcare
MOH
$10.3B
$566K 0.01%
+2,883
RKLB icon
770
Rocket Lab Corp
RKLB
$71B
$566K 0.01%
7,352
+4,072
VOE icon
771
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$566K 0.01%
+2,950
SHLD icon
772
Global X Defense Tech ETF
SHLD
$7.55B
$564K 0.01%
8,475
-364
NVO
773
Novo Nordisk
NVO
$182B
$564K 0.01%
14,002
-6,129
MINT icon
774
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$564K 0.01%
+5,601
BLOK icon
775
Amplify Blockchain Technology ETF
BLOK
$1.3B
$564K 0.01%
+9,776
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