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
176
$1.81M 0.13%
38,780
+2,542
177
$1.8M 0.13%
21,628
+10,092
178
$1.75M 0.13%
21,323
+3,534
179
$1.74M 0.13%
112,927
+9,844
180
$1.72M 0.13%
264,476
-8,036
181
$1.71M 0.13%
27,154
+365
182
$1.69M 0.13%
4,428
+41
183
$1.68M 0.12%
19,079
-32
184
$1.68M 0.12%
39,407
-3,272
185
$1.65M 0.12%
7,373
+1,379
186
$1.63M 0.12%
63,491
+3,897
187
$1.63M 0.12%
2,445
-41
188
$1.62M 0.12%
13,953
+2,373
189
$1.6M 0.12%
125,640
+13,155
190
$1.57M 0.12%
112,171
+9,129
191
$1.56M 0.12%
50,208
+6,221
192
$1.56M 0.12%
154,702
-14,256
193
$1.56M 0.12%
3,646
-467
194
$1.55M 0.12%
38,296
+4,355
195
$1.55M 0.12%
21,741
+2,301
196
$1.53M 0.11%
5,195
-549
197
$1.52M 0.11%
15,995
-5,407
198
$1.51M 0.11%
11,282
+2,096
199
$1.49M 0.11%
20,296
+2,215
200
$1.49M 0.11%
12,776
+3,015
6 7
8
9 10