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
251
$14.7K 0.01%
+348
252
$14.4K 0.01%
253
253
$14.4K 0.01%
294
254
$14.3K 0.01%
+300
255
$14.1K 0.01%
234
256
$13.9K 0.01%
217
+1
257
$13.5K 0.01%
36
258
$13.4K 0.01%
245
259
$12.9K 0.01%
166
-38
260
$12.9K 0.01%
139
261
$12.9K 0.01%
78
262
$12.7K 0.01%
800
263
$12.7K 0.01%
396
264
$12.5K 0.01%
143
265
$12.5K 0.01%
1,000
266
$12.3K 0.01%
76
267
$12.3K 0.01%
142
268
$12.2K 0.01%
759
+84
269
$12.1K 0.01%
57
270
$12.1K 0.01%
330
271
$11.8K 0.01%
117
272
$11.6K 0.01%
125
273
$11.2K 0.01%
100
274
$11.1K 0.01%
112
+1
275
$10.9K 0.01%
120
-11