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
$163M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$4.32M
2 +$567K
3 +$318K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$252K
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$210K

Sector Composition

1 Technology 2.98%
2 Financials 1.8%
3 Consumer Discretionary 1.02%
4 Healthcare 0.62%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$55.2K 0.03%
818
+16
152
$53.7K 0.03%
864
153
$51.8K 0.03%
75
154
$49.7K 0.03%
642
155
$48.8K 0.03%
2,542
156
$48.5K 0.03%
422
157
$48.4K 0.03%
895
158
$46.3K 0.03%
720
159
$44.9K 0.03%
1,050
160
$44.9K 0.03%
316
161
$44.8K 0.03%
681
162
$43.7K 0.03%
375
163
$43.6K 0.03%
193
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$43.5K 0.03%
302
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$43.3K 0.03%
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$42.5K 0.03%
598
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$42.4K 0.03%
756
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$41.5K 0.03%
435
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$41.5K 0.03%
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$41.3K 0.03%
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171
$41.2K 0.03%
220
172
$40K 0.02%
813
173
$39.3K 0.02%
455
174
$38.5K 0.02%
129
175
$36.4K 0.02%
178