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
101
$4.91M 0.28%
43,808
-4,901
102
$4.89M 0.28%
26,278
+398
103
$4.89M 0.28%
34,939
+2,017
104
$4.81M 0.28%
9,899
+784
105
$4.78M 0.28%
205,410
-33,527
106
$4.78M 0.28%
33,051
+305
107
$4.71M 0.27%
79,471
+385
108
$4.71M 0.27%
18,948
-232
109
$4.67M 0.27%
21,625
-1,121
110
$4.5M 0.26%
78,912
+11,241
111
$4.47M 0.26%
66,251
+5,395
112
$4.46M 0.26%
12,328
+545
113
$4.43M 0.26%
48,441
-3,646
114
$4.36M 0.25%
12,913
+109
115
$4.35M 0.25%
16,917
+1,049
116
$4.35M 0.25%
110,650
+13,238
117
$4.29M 0.25%
145,509
-1,666
118
$4.25M 0.25%
157,054
+6,245
119
$4.2M 0.24%
61,529
-7,087
120
$4.16M 0.24%
21,558
+841
121
$4.16M 0.24%
12,456
+884
122
$4.13M 0.24%
11,544
+992
123
$4.09M 0.24%
17,091
+1,217
124
$4.08M 0.24%
33,432
+1,372
125
$4.08M 0.24%
67,456
+2,209
3 4
5
6 7