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
101
$4.64M 0.29%
6,578
-21
102
$4.64M 0.29%
11,632
+1,823
103
$4.62M 0.29%
7,223
+543
104
$4.61M 0.29%
50,280
+3,155
105
$4.59M 0.28%
15,874
+2,734
106
$4.56M 0.28%
19,180
+2,450
107
$4.52M 0.28%
19,252
+1,678
108
$4.5M 0.28%
29,291
+3,059
109
$4.47M 0.28%
25,880
+2,872
110
$4.4M 0.27%
9,431
+422
111
$4.38M 0.27%
32,922
+3,218
112
$4.34M 0.27%
20,717
+591
113
$4.33M 0.27%
12,804
+1,408
114
$4.33M 0.27%
79,086
+3,879
115
$4.29M 0.26%
15,533
+1,291
116
$4.24M 0.26%
147,175
-5,563
117
$4.12M 0.25%
12,088
-2,263
118
$4.12M 0.25%
53,510
+7,528
119
$4.08M 0.25%
26,300
+2,581
120
$4.07M 0.25%
150,809
+3,321
121
$4.02M 0.25%
60,856
+3,489
122
$3.97M 0.25%
10,552
+874
123
$3.97M 0.25%
82,363
-1,848
124
$3.92M 0.24%
55,379
+4,526
125
$3.9M 0.24%
65,247
+3,916
3 4
5
6 7