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 Buys

1
+$7.15M
2
+$4.21M
3
+$3.24M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.23M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.74M

Top Sells

1
+$6.54M
2
+$3.1M
3
+$2.67M
4
RWR icon
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
276
$10.2K 0.01%
675
277
$10K 0.01%
+65
278
$9.45K 0.01%
+136
279
$9.43K 0.01%
+163
280
$8.99K 0.01%
+204
281
$8.76K 0.01%
+158
282
$8.69K 0.01%
+55
283
$8.45K 0.01%
+164
284
$8.35K 0.01%
+62
285
$8.02K 0.01%
+86
286
$7.9K 0.01%
+106
287
$7.77K 0.01%
+73
288
$7.62K ﹤0.01%
+230
289
$7.37K ﹤0.01%
189
-735
290
$7.07K ﹤0.01%
+82
291
$6.82K ﹤0.01%
+38
292
$6.66K ﹤0.01%
+141
293
$6.57K ﹤0.01%
+141
294
$6.49K ﹤0.01%
70
-37
295
$6.45K ﹤0.01%
+40
296
$6.17K ﹤0.01%
+65
297
$6.13K ﹤0.01%
+84
298
$5.69K ﹤0.01%
+613
299
$5.59K ﹤0.01%
170
-700
300
$5.45K ﹤0.01%
+296
10 11
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