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
$146M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.5%
2 Financials 1.42%
3 Consumer Discretionary 0.95%
4 Healthcare 0.69%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
156
302
$6K ﹤0.01%
59
303
$6K ﹤0.01%
63
304
$6K ﹤0.01%
67
305
$6K ﹤0.01%
35
306
$6K ﹤0.01%
141
307
$6K ﹤0.01%
179
308
$5K ﹤0.01%
73
309
$5K ﹤0.01%
110
310
$5K ﹤0.01%
+194
311
$5K ﹤0.01%
+306
312
$4K ﹤0.01%
38
313
$4K ﹤0.01%
23
314
$4K ﹤0.01%
26
315
$4K ﹤0.01%
44
316
$4K ﹤0.01%
274
317
$4K ﹤0.01%
72
318
$4K ﹤0.01%
76
319
$3K ﹤0.01%
52
320
$3K ﹤0.01%
8
321
$3K ﹤0.01%
51
322
$3K ﹤0.01%
48
323
$3K ﹤0.01%
+106
324
$3K ﹤0.01%
+198
325
$3K ﹤0.01%
+92