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
201
$26.7K 0.02%
199
+31
202
$26.4K 0.02%
193
203
$26.4K 0.02%
290
204
$26.2K 0.02%
587
205
$26K 0.02%
474
206
$25.9K 0.02%
211
207
$25.5K 0.02%
+233
208
$25.3K 0.02%
277
209
$24.8K 0.02%
347
210
$24.2K 0.02%
700
211
$24.1K 0.02%
400
212
$23.5K 0.01%
1,208
213
$23.5K 0.01%
800
214
$23.1K 0.01%
795
215
$23K 0.01%
344
216
$22.5K 0.01%
460
217
$22.2K 0.01%
500
218
$22.1K 0.01%
266
219
$22.1K 0.01%
695
220
$22.1K 0.01%
489
221
$21.8K 0.01%
289
222
$21.5K 0.01%
845
223
$21.2K 0.01%
628
224
$21.1K 0.01%
262
225
$21.1K 0.01%
445