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
51
$580K 0.37%
3,768
-146
52
$543K 0.34%
17,384
-145
53
$505K 0.32%
7,143
54
$503K 0.32%
8,297
-211
55
$498K 0.31%
4,820
56
$489K 0.31%
3,830
57
$468K 0.3%
2,104
58
$442K 0.28%
7,676
-266
59
$433K 0.27%
3,028
+5
60
$412K 0.26%
19,528
61
$406K 0.26%
1,052
62
$386K 0.24%
6,216
+24
63
$385K 0.24%
2,950
-369
64
$372K 0.23%
1,791
65
$347K 0.22%
3,682
-214
66
$327K 0.21%
6,471
+1,114
67
$317K 0.2%
3,607
68
$307K 0.19%
4,221
+4
69
$306K 0.19%
3,592
70
$296K 0.19%
3,914
71
$293K 0.18%
1,502
-289
72
$266K 0.17%
2,270
73
$265K 0.17%
3,951
+67
74
$261K 0.16%
1,252
75
$259K 0.16%
521
1 2
3
4 5