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
76
$253K 0.16%
1,062
77
$252K 0.16%
1,031
78
$247K 0.16%
6,138
79
$222K 0.14%
8,000
80
$216K 0.14%
987
81
$200K 0.13%
1,999
82
$187K 0.12%
1,437
+1
83
$175K 0.11%
1,518
+776
84
$168K 0.11%
2,652
85
$160K 0.1%
2,102
86
$159K 0.1%
1,074
-25
87
$155K 0.1%
2,057
88
$153K 0.1%
2,800
-243
89
$150K 0.09%
327
90
$145K 0.09%
5,943
91
$140K 0.09%
1,335
92
$138K 0.09%
1,067
+4
93
$137K 0.09%
924
94
$133K 0.08%
596
95
$132K 0.08%
1,895
96
$128K 0.08%
768
97
$127K 0.08%
2,746
+102
98
$127K 0.08%
1,799
99
$118K 0.07%
1,239
100
$117K 0.07%
516
-70
2 3
4
5 6