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
151
$2.49M 0.18%
+1,767
152
$2.47M 0.18%
+11,381
153
$2.43M 0.18%
34,323
-23,176
154
$2.39M 0.18%
118,706
-3,004
155
$2.29M 0.17%
37,285
+5,157
156
$2.28M 0.17%
1,162
+99
157
$2.21M 0.16%
95,402
-8,614
158
$2.2M 0.16%
5,529
+1,448
159
$2.18M 0.16%
+19,980
160
$2.15M 0.16%
29,011
-1,063
161
$2.15M 0.16%
29,338
+3,572
162
$2.14M 0.16%
17,200
+1,118
163
$2.11M 0.16%
29,678
-1,672
164
$2.11M 0.16%
9,441
-592
165
$2.1M 0.16%
70,892
-3,355
166
$2.08M 0.15%
280,500
+38,115
167
$2.06M 0.15%
18,310
-8,340
168
$2.04M 0.15%
10,254
+2,068
169
$2.02M 0.15%
22,323
+3,401
170
$2M 0.15%
43,950
+5,061
171
$1.94M 0.14%
32,021
+3,695
172
$1.93M 0.14%
14,790
-1,814
173
$1.91M 0.14%
270,601
+78,530
174
$1.83M 0.14%
6,712
-522
175
$1.82M 0.14%
47,189
+1,788
5 6
7
8 9