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
126
$3.99M 0.23%
8,187
+287
127
$3.94M 0.23%
27,267
-5,610
128
$3.92M 0.23%
57,734
+2,355
129
$3.85M 0.22%
14,601
-932
130
$3.84M 0.22%
12,968
+852
131
$3.84M 0.22%
46,252
-7,258
132
$3.83M 0.22%
+43,802
133
$3.82M 0.22%
160,426
+381
134
$3.71M 0.21%
76,994
-5,369
135
$3.62M 0.21%
16,539
+782
136
$3.62M 0.21%
10,582
+394
137
$3.58M 0.21%
17,275
+757
138
$3.56M 0.21%
130,239
+5,387
139
$3.49M 0.2%
11,922
+523
140
$3.42M 0.2%
41,578
+975
141
$3.38M 0.2%
11,097
+257
142
$3.33M 0.19%
16,342
+1,196
143
$3.31M 0.19%
51,215
+775
144
$3.24M 0.19%
15,737
-395
145
$3.2M 0.18%
72,596
+1,499
146
$3.14M 0.18%
+194,019
147
$3.13M 0.18%
4,553
+2,309
148
$3.11M 0.18%
7,907
+528
149
$3.07M 0.18%
5,100
+142
150
$3.03M 0.17%
12,262
+212
4 5
6
7 8