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
326
$2.86K ﹤0.01%
72
327
$2.83K ﹤0.01%
52
328
$2.81K ﹤0.01%
34
329
$2.77K ﹤0.01%
400
330
$2.05K ﹤0.01%
46
331
$1.99K ﹤0.01%
27
332
$1.99K ﹤0.01%
56
333
$1.79K ﹤0.01%
5
334
$1.76K ﹤0.01%
22
+15
335
$1.74K ﹤0.01%
68
336
$1.58K ﹤0.01%
46
337
$1.52K ﹤0.01%
78
338
$1.07K ﹤0.01%
13
339
$1.06K ﹤0.01%
70
340
$960 ﹤0.01%
13
341
$845 ﹤0.01%
100
342
$823 ﹤0.01%
24
343
$737 ﹤0.01%
179
344
$734 ﹤0.01%
20
345
$708 ﹤0.01%
11
346
$679 ﹤0.01%
46
347
$571 ﹤0.01%
+11
348
$481 ﹤0.01%
7
349
$463 ﹤0.01%
18
+8
350
$444 ﹤0.01%
5
11 12 13
14
15