DWS
Dynamic Wealth Strategies Portfolio holdings
AUM $120M
AUM
$120M
AUM Growth
+$7.92M (+7%)
Cap. Flow
+$7.58M
Cap. Flow % of AUM
6.3%
Top 10 Holdings %Top 10 Hldgs %
56.85%
Holding
234
New
169
Increased
31
Reduced
28
Closed
–
Top Buys
| 1 | $1.16M | |
| 2 | $921K | |
| 3 | $411K | |
| 4 | $402K | |
| 5 | $212K |
Top Sells
| 1 | $2.23M | |
| 2 | $1.18M | |
| 3 | $361K | |
| 4 | $352K | |
| 5 | $323K |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Financials | 1.85% |
| 3 | Healthcare | 1.56% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 1.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.45K | 0% | 8 | New | +$1.45K | |||
| $1.37K | 0% | 100 | New | +$1.37K | |||
| $1.37K | 0% | 191 | New | +$1.37K | |||
| $1.13K | 0% | 40 | New | +$1.13K | |||
| $986 | 0% | 411 | New | +$986 | |||
| $769 | 0% | 120 | New | +$769 | |||
| $302 | 0% | 40 | New | +$302 | |||
| $63 | 0% | 1 | New | +$63 | |||
| $0 | 0% | 0 | – | – |
