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
$163M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$4.32M
2 +$567K
3 +$318K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$210K

Sector Composition

1 Technology 2.98%
2 Financials 1.8%
3 Consumer Discretionary 1.02%
4 Healthcare 0.62%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15.3K 0.01%
218
+1
252
$15K 0.01%
253
+1
253
$14.9K 0.01%
894
254
$14.9K 0.01%
125
255
$14.7K 0.01%
36
256
$14K 0.01%
166
257
$13.9K 0.01%
350
+2
258
$13.6K 0.01%
253
259
$13.6K 0.01%
78
260
$13.6K 0.01%
247
+2
261
$13.4K 0.01%
800
262
$13.4K 0.01%
234
263
$13.4K 0.01%
100
-130
264
$13.3K 0.01%
396
265
$13.3K 0.01%
759
266
$13.2K 0.01%
113
+1
267
$12.9K 0.01%
57
268
$12.8K 0.01%
143
269
$12.7K 0.01%
139
270
$12.7K 0.01%
76
271
$12.7K 0.01%
1,000
272
$11.7K 0.01%
120
273
$11.6K 0.01%
142
274
$11.5K 0.01%
100
275
$11K 0.01%
53