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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$7.39M
3 +$6.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.68M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.79%
2 Financials 1.36%
3 Consumer Discretionary 0.95%
4 Healthcare 0.75%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+24
352
$1K ﹤0.01%
+27
353
$1K ﹤0.01%
+34
354
$1K ﹤0.01%
+22
355
$1K ﹤0.01%
+34
356
$0 ﹤0.01%
+5
357
$0 ﹤0.01%
+1
358
$0 ﹤0.01%
+5
359
$0 ﹤0.01%
+1
360
$0 ﹤0.01%
+1
361
$0 ﹤0.01%
+1
362
$0 ﹤0.01%
+21