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
126
$71.1K 0.04%
446
127
$70.5K 0.04%
2,016
128
$70.4K 0.04%
1,135
129
$69.6K 0.04%
733
-4
130
$69.1K 0.04%
379
131
$68.8K 0.04%
444
132
$68.7K 0.04%
200
133
$68.2K 0.04%
950
134
$68.2K 0.04%
1,102
135
$63.8K 0.04%
1,300
136
$63.8K 0.04%
4,352
137
$62.4K 0.04%
600
138
$61.4K 0.04%
1,702
139
$60.7K 0.04%
167
140
$60.4K 0.04%
250
141
$60K 0.04%
547
142
$59.5K 0.04%
1,381
143
$59.4K 0.04%
852
144
$58.7K 0.04%
607
145
$56.3K 0.04%
652
146
$55.7K 0.04%
3,588
147
$54.3K 0.03%
802
148
$54.1K 0.03%
250
149
$51.6K 0.03%
1,362
150
$51.4K 0.03%
864
4 5
6
7 8