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
201
$1.68M 0.1%
23,406
+294
202
$1.67M 0.1%
3,224
+27
203
$1.66M 0.1%
10,239
-190
204
$1.63M 0.09%
4,858
-455
205
$1.61M 0.09%
3,912
+200
206
$1.6M 0.09%
56,976
+11,020
207
$1.59M 0.09%
13,448
+455
208
$1.58M 0.09%
32,087
-1,161
209
$1.55M 0.09%
17,382
-214
210
$1.55M 0.09%
17,037
+865
211
$1.55M 0.09%
5,963
+72
212
$1.54M 0.09%
8,303
+322
213
$1.52M 0.09%
4,782
+254
214
$1.51M 0.09%
7,706
+380
215
$1.51M 0.09%
770
+25
216
$1.49M 0.09%
93,332
+5,851
217
$1.49M 0.09%
11,984
-91
218
$1.48M 0.09%
34,520
+1,852
219
$1.48M 0.09%
22,822
+1,278
220
$1.47M 0.08%
7,294
+155
221
$1.46M 0.08%
55,349
-15,741
222
$1.45M 0.08%
17,376
223
$1.45M 0.08%
+65,934
224
$1.44M 0.08%
+137,929
225
$1.44M 0.08%
8,760
-91
7 8
9
10 11