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
101
$117K 0.07%
1,800
102
$116K 0.07%
506
103
$112K 0.07%
591
-110
104
$110K 0.07%
696
+256
105
$110K 0.07%
6,898
-220
106
$107K 0.07%
989
107
$104K 0.07%
4,716
108
$98.1K 0.06%
2,404
109
$96.1K 0.06%
721
110
$95.2K 0.06%
1,051
111
$90.5K 0.06%
1,211
112
$90.1K 0.06%
2,410
113
$88.9K 0.06%
3,295
114
$88.3K 0.06%
2,009
-2
115
$88.2K 0.06%
1,380
116
$86.4K 0.05%
871
117
$86.2K 0.05%
382
118
$80.7K 0.05%
380
+250
119
$80.4K 0.05%
2,203
120
$76.8K 0.05%
740
121
$76.7K 0.05%
853
+10
122
$76K 0.05%
716
123
$75.8K 0.05%
1,515
124
$74.4K 0.05%
557
125
$71.8K 0.05%
202
3 4
5
6 7