DWMG
DB Wealth Management Group Portfolio holdings
AUM
$176M
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$158M
AUM Growth
-$4.79M
(-2.9%)
Holding
381
Top Buys
| 1 | +$3.13M | |
| 2 | +$2.86M | |
| 3 | +$1.62M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.29M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$832K |
Top Sells
| 1 | +$4.09M | |
| 2 | +$2.44M | |
| 3 | +$882K | |
| 4 |
ALPS Sector Dividend Dogs ETF
SDOG
|
+$786K |
| 5 |
First Trust Nasdaq Food & Beverage ETF
FTXG
|
+$761K |
Sector Composition
| 1 | Technology | 2.96% |
| 2 | Financials | 1.87% |
| 3 | Consumer Discretionary | 1.02% |
| 4 | Healthcare | 0.59% |
| 5 | Consumer Staples | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
DocuSign
DOCU
$14.3B
| – | – |
-158
|
|
||
377
Guess Inc
GES
$887M
| – | – |
-1,208
|
|
||
378
SPDR S&P Global Natural Resources ETF
GNR
$3.72B
| – | – |
-253
|
|
||
379
Kraft Heinz
KHC
$29.1B
| – | – |
-869
|
|
||
380
Synchrony
SYF
$29B
| – | – |
-795
|
|