DWS

Discipline Wealth Solutions Portfolio holdings

AUM $261M
1-Year Est. Return 10.16%
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$2.98M
2 +$1.29M
3 +$558K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$384K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,998