DWMG

DB Wealth Management Group Portfolio holdings

AUM $176M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.74%
2 Financials 1.53%
3 Consumer Discretionary 1.09%
4 Healthcare 0.84%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
204
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$20K 0.01%
76
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$20K 0.01%
946
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$20K 0.01%
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$20K 0.01%
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$20K 0.01%
400
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$20K 0.01%
168
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$19K 0.01%
695
234
$19K 0.01%
588
235
$19K 0.01%
1,000
236
$19K 0.01%
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237
$19K 0.01%
304
238
$18K 0.01%
489
239
$18K 0.01%
262
240
$18K 0.01%
152
241
$18K 0.01%
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242
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$18K 0.01%
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$18K 0.01%
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245
$18K 0.01%
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246
$18K 0.01%
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247
$17K 0.01%
380
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$17K 0.01%
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249
$16K 0.01%
130
250
$16K 0.01%
894