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
126
$3.03M 0.23%
11,350
+277
127
$3.01M 0.22%
31,305
+3,445
128
$3M 0.22%
13,975
+3,524
129
$3M 0.22%
21,190
-44
130
$2.99M 0.22%
10,373
+3,564
131
$2.98M 0.22%
32,508
+3,237
132
$2.94M 0.22%
16,286
+985
133
$2.92M 0.22%
+53,746
134
$2.88M 0.21%
9,809
+9,203
135
$2.77M 0.21%
38,573
+15,172
136
$2.75M 0.2%
12,016
-549
137
$2.71M 0.2%
53,536
+376
138
$2.71M 0.2%
33,555
+1,921
139
$2.67M 0.2%
75,207
+22,976
140
$2.64M 0.2%
31,134
+10,839
141
$2.6M 0.19%
+20,126
142
$2.6M 0.19%
+9,009
143
$2.6M 0.19%
74,405
-3,814
144
$2.59M 0.19%
46,822
+13,263
145
$2.58M 0.19%
9,494
+380
146
$2.58M 0.19%
47,917
+5,094
147
$2.57M 0.19%
15,604
+3,787
148
$2.52M 0.19%
61,331
+2,915
149
$2.52M 0.19%
67,252
+4,366
150
$2.51M 0.19%
10,824
+328
4 5
6
7 8