DWM

Diversify Wealth Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$8.21M
3
+$4.29M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.28M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.23M

Top Sells

1
+$4.02M
2
+$3.1M
3
+$2.63M
4
CMCSA icon
Comcast
CMCSA
+$2.34M
5
HON icon
Honeywell
HON
+$2.08M

Sector Composition

1 Technology 15.08%
2 Financials 7.84%
3 Healthcare 6.73%
4 Consumer Discretionary 5.05%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.88M 0.29%
9,481
-2,685
102
$3.85M 0.29%
26,232
+5,191
103
$3.85M 0.29%
23,719
+2,210
104
$3.85M 0.29%
28,797
+6,452
105
$3.84M 0.29%
+8,601
106
$3.8M 0.28%
407,031
+88,182
107
$3.74M 0.28%
47,125
+5,202
108
$3.74M 0.28%
13,524
+12
109
$3.68M 0.27%
57,367
+5,466
110
$3.68M 0.27%
50,853
+6,906
111
$3.62M 0.27%
6,599
-7,337
112
$3.59M 0.27%
9,678
+473
113
$3.59M 0.27%
23,008
+3,317
114
$3.56M 0.26%
13,140
+2,650
115
$3.51M 0.26%
45,982
+8,541
116
$3.48M 0.26%
31,802
+7,515
117
$3.41M 0.25%
56,914
-13,686
118
$3.4M 0.25%
67,900
-15,785
119
$3.38M 0.25%
59,166
+13,494
120
$3.33M 0.25%
161,846
-25,485
121
$3.27M 0.24%
6,869
+1,342
122
$3.21M 0.24%
121,249
-49,706
123
$3.12M 0.23%
29,704
+27,865
124
$3.09M 0.23%
8,427
-39
125
$3.09M 0.23%
120,335
+8,894
3 4
5
6 7