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
176
$2.04M 0.12%
40,795
-10,683
177
$2.04M 0.12%
53,663
+2,775
178
$2.03M 0.12%
94,273
+2,919
179
$2M 0.12%
17,769
+735
180
$2M 0.12%
13,479
-12,821
181
$1.96M 0.11%
45,936
+10,817
182
$1.94M 0.11%
61,621
+4,170
183
$1.94M 0.11%
41,574
-503
184
$1.94M 0.11%
17,600
-630
185
$1.92M 0.11%
15,000
186
$1.9M 0.11%
67,803
+897
187
$1.88M 0.11%
+50,099
188
$1.87M 0.11%
3,154
+143
189
$1.86M 0.11%
183,482
-11,182
190
$1.83M 0.11%
26,172
+940
191
$1.79M 0.1%
164,109
-13,597
192
$1.77M 0.1%
16,753
+474
193
$1.77M 0.1%
5,723
+402
194
$1.76M 0.1%
25,745
-145
195
$1.74M 0.1%
8,962
+83
196
$1.73M 0.1%
7,359
+559
197
$1.71M 0.1%
113,390
-1,754
198
$1.71M 0.1%
48,917
+614
199
$1.71M 0.1%
19,130
+196
200
$1.69M 0.1%
15,001
6 7
8
9 10