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
$158M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$263K
2 +$140K
3 +$89.3K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.9K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$66.6K

Top Sells

1 +$143K
2 +$69.7K
3 +$69.3K
4
AAPL icon
Apple
AAPL
+$66K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$56.3K

Sector Composition

1 Technology 2.82%
2 Financials 1.54%
3 Consumer Discretionary 0.91%
4 Healthcare 0.75%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21K 0.01%
152
227
$20.7K 0.01%
44
228
$20.7K 0.01%
204
229
$20.6K 0.01%
476
230
$20.5K 0.01%
304
231
$20.4K 0.01%
700
232
$20.2K 0.01%
188
233
$19.1K 0.01%
450
+3
234
$19K 0.01%
787
235
$18.4K 0.01%
1,000
236
$18.1K 0.01%
60
237
$17.8K 0.01%
503
238
$17.2K 0.01%
508
239
$17.2K 0.01%
116
240
$17.1K 0.01%
245
241
$16.9K 0.01%
76
242
$16.6K 0.01%
56
243
$16.6K 0.01%
145
244
$16.4K 0.01%
242
+84
245
$16.1K 0.01%
66
246
$16K 0.01%
96
247
$15.7K 0.01%
173
248
$15.7K 0.01%
300
249
$15.6K 0.01%
894
250
$15.4K 0.01%
252
+2