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
$140M
AUM Growth
-$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.74%
2 Financials 1.53%
3 Consumer Discretionary 1.09%
4 Healthcare 0.84%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27K 0.02%
1,062
202
$27K 0.02%
310
+155
203
$27K 0.02%
377
204
$26K 0.02%
1,750
205
$26K 0.02%
720
206
$26K 0.02%
308
207
$26K 0.02%
379
208
$26K 0.02%
51
209
$26K 0.02%
89
210
$25K 0.02%
193
211
$24K 0.02%
445
212
$24K 0.02%
870
213
$24K 0.02%
277
214
$24K 0.02%
587
215
$23K 0.02%
628
216
$23K 0.02%
290
217
$22K 0.02%
397
218
$22K 0.02%
845
219
$22K 0.02%
+534
220
$22K 0.02%
795
221
$22K 0.02%
43
222
$21K 0.02%
347
223
$21K 0.02%
474
224
$21K 0.02%
289
225
$21K 0.02%
598