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
151
$50.6K 0.03%
375
152
$50.2K 0.03%
75
153
$47.5K 0.03%
626
154
$47K 0.03%
2,542
155
$46.4K 0.03%
422
156
$45.7K 0.03%
642
+22
157
$44.1K 0.03%
435
158
$43.6K 0.03%
316
+5
159
$43.1K 0.03%
559
160
$43K 0.03%
895
161
$41.8K 0.03%
301
+2
162
$41.8K 0.03%
546
163
$41.7K 0.03%
756
-120
164
$39.6K 0.03%
813
165
$39.5K 0.02%
2,042
166
$39.2K 0.02%
220
167
$38.6K 0.02%
193
168
$38.2K 0.02%
720
169
$37.4K 0.02%
268
170
$37K 0.02%
600
171
$36.1K 0.02%
129
172
$35.9K 0.02%
1,050
173
$35.8K 0.02%
178
174
$35.2K 0.02%
681
175
$34.9K 0.02%
598