DWM

Diversify Wealth Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.14%
2 Healthcare 7.7%
3 Financials 6.57%
4 Industrials 5.94%
5 Consumer Discretionary 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$762K 0.09%
+13,555
202
$749K 0.09%
+30,840
203
$743K 0.09%
+15,964
204
$738K 0.09%
+30,075
205
$730K 0.09%
+9,530
206
$728K 0.09%
+2,653
207
$717K 0.09%
+27,987
208
$716K 0.09%
+8,721
209
$709K 0.09%
+2,284
210
$708K 0.09%
+26,617
211
$700K 0.09%
+3,987
212
$698K 0.09%
+23,937
213
$693K 0.09%
+42,567
214
$685K 0.09%
+20,413
215
$685K 0.09%
+4,325
216
$684K 0.09%
+76,353
217
$681K 0.08%
+4,806
218
$679K 0.08%
+41,215
219
$678K 0.08%
+382
220
$675K 0.08%
+23,315
221
$662K 0.08%
+9,697
222
$655K 0.08%
+19,856
223
$633K 0.08%
+11,269
224
$633K 0.08%
+2,102
225
$633K 0.08%
+9,023