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
276
$10.7K 0.01%
141
277
$10.3K 0.01%
246
278
$10.3K 0.01%
105
279
$10.1K 0.01%
65
280
$10.1K 0.01%
53
+1
281
$9.88K 0.01%
136
282
$9.86K 0.01%
106
283
$9.76K 0.01%
204
284
$9.54K 0.01%
163
285
$9.21K 0.01%
158
286
$8.75K 0.01%
164
287
$8.36K 0.01%
62
288
$8.15K 0.01%
86
289
$8.05K 0.01%
73
290
$7.64K ﹤0.01%
189
291
$7.12K ﹤0.01%
40
292
$7.03K ﹤0.01%
141
293
$6.99K ﹤0.01%
55
294
$6.93K ﹤0.01%
141
295
$6.63K ﹤0.01%
70
296
$6.58K ﹤0.01%
230
297
$6.52K ﹤0.01%
84
298
$6.44K ﹤0.01%
82
299
$6.2K ﹤0.01%
38
300
$5.94K ﹤0.01%
170