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
$154M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Sells

1 +$6.54M
2 +$3.1M
3 +$2.67M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$2.35M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Sector Composition

1 Technology 2.45%
2 Financials 1.57%
3 Healthcare 0.82%
4 Consumer Discretionary 0.74%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26.1K 0.02%
795
202
$25.7K 0.02%
89
203
$25.3K 0.02%
445
204
$25K 0.02%
1,208
205
$24.8K 0.02%
130
206
$24.7K 0.02%
277
207
$24.7K 0.02%
211
208
$24.3K 0.02%
845
209
$24.2K 0.02%
290
210
$23.9K 0.02%
474
211
$23.1K 0.02%
44
+1
212
$22.7K 0.01%
152
213
$22.7K 0.01%
168
214
$22.6K 0.01%
+787
215
$22.4K 0.01%
204
216
$22K 0.01%
266
217
$21.7K 0.01%
695
218
$21.5K 0.01%
800
219
$21.3K 0.01%
347
220
$21.3K 0.01%
304
221
$21.3K 0.01%
289
222
$20.9K 0.01%
188
223
$20.6K 0.01%
700
224
$20.5K 0.01%
489
225
$20.4K 0.01%
262