DWS
Discipline Wealth Solutions Portfolio holdings
AUM
$261M
This Quarter Return
+5.29%
1 Year Return
+10.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+50%)
Cap. Flow
+$56M
Cap. Flow
% of AUM
29.56%
Top 10 Holdings %
Top 10 Hldgs %
73.43%
Holding
70
New
42
Increased
23
Reduced
3
Closed
2
Top Buys
| 1 |
Direxion HCM Tactical Enhanced US ETF
HCMT
|
$5.46M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.41M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.97M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.41M |
| 5 |
Apple
AAPL
|
$2.01M |
Top Sells
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Financials | 1.05% |
| 3 | Communication Services | 0.76% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Healthcare | 0.46% |
