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
301
$5.91K ﹤0.01%
65
302
$5.77K ﹤0.01%
613
303
$5.7K ﹤0.01%
296
304
$5.7K ﹤0.01%
67
305
$5.49K ﹤0.01%
39
306
$5.25K ﹤0.01%
477
307
$5.22K ﹤0.01%
103
308
$5.22K ﹤0.01%
280
309
$4.82K ﹤0.01%
76
310
$4.57K ﹤0.01%
141
311
$4.53K ﹤0.01%
30
312
$4.12K ﹤0.01%
44
313
$3.78K ﹤0.01%
8
314
$3.66K ﹤0.01%
122
315
$3.48K ﹤0.01%
50
316
$3.46K ﹤0.01%
84
317
$3.42K ﹤0.01%
73
318
$3.3K ﹤0.01%
8
319
$3.3K ﹤0.01%
57
320
$3.26K ﹤0.01%
103
321
$3.24K ﹤0.01%
39
322
$3.11K ﹤0.01%
247
323
$3.1K ﹤0.01%
9
324
$3.05K ﹤0.01%
57
325
$3.02K ﹤0.01%
36
+1