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
176
$33.6K 0.02%
869
177
$33.6K 0.02%
171
178
$33.5K 0.02%
550
179
$33.2K 0.02%
455
180
$33.2K 0.02%
2,888
181
$33K 0.02%
270
182
$32.5K 0.02%
310
+2
183
$31.3K 0.02%
1,750
184
$31.2K 0.02%
356
-23
185
$30.7K 0.02%
754
186
$30.4K 0.02%
459
+3
187
$30.2K 0.02%
230
188
$29.7K 0.02%
875
189
$29.4K 0.02%
51
190
$29.1K 0.02%
460
191
$28.8K 0.02%
379
192
$28.7K 0.02%
308
193
$28.6K 0.02%
322
194
$28.5K 0.02%
310
195
$28.3K 0.02%
599
+10
196
$28K 0.02%
89
197
$28K 0.02%
377
198
$27.6K 0.02%
397
199
$27.3K 0.02%
946
200
$26.7K 0.02%
241