DWMG
DB Wealth Management Group Portfolio holdings
AUM
$176M
1-Year Return
14.41%
This Quarter Return
+6.4%
1 Year Return
+14.41%
3 Year Return
+18.97%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$10.3M
(+7%)
Cap. Flow
+$1.16M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
43%
Holding
394
New
16
Increased
69
Reduced
55
Closed
43
Top Buys
| 1 |
Invesco BuyBack Achievers ETF
PKW
|
$2.97M |
| 2 |
SPDR Dow Jones REIT ETF
RWR
|
$2.07M |
| 3 |
First Trust Nasdaq Transportation ETF
FTXR
|
$1.25M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.04M |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
$1.02M |
Top Sells
Sector Composition
| 1 | Technology | 2.57% |
| 2 | Financials | 1.45% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Healthcare | 0.74% |
| 5 | Communication Services | 0.48% |
