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
$154M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Sells

1 +$6.54M
2 +$3.1M
3 +$2.67M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$2.35M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Sector Composition

1 Technology 2.45%
2 Financials 1.57%
3 Healthcare 0.82%
4 Consumer Discretionary 0.74%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
400
227
$19.8K 0.01%
344
-122
228
$19.5K 0.01%
460
229
$19.5K 0.01%
628
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$19.1K 0.01%
700
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$17.8K 0.01%
1,000
232
$17.6K 0.01%
56
233
$17.6K 0.01%
476
234
$17.6K 0.01%
145
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$17.6K 0.01%
447
-414
236
$17.2K 0.01%
503
237
$16.8K 0.01%
60
238
$16.8K 0.01%
894
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$16.8K 0.01%
500
240
$16.5K 0.01%
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241
$16.4K 0.01%
508
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$16.3K 0.01%
245
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$16K 0.01%
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$15.9K 0.01%
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$15.4K 0.01%
250
+2
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$15.3K 0.01%
173
+17
247
$14.6K 0.01%
204
248
$14.5K 0.01%
66
249
$14.4K 0.01%
+253
250
$14.3K 0.01%
300