DWS
Dynamic Wealth Strategies Portfolio holdings
AUM
$139M
1-Year Return
11.21%
This Quarter Return
+1.29%
1 Year Return
+11.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
-$652K
(-0.56%)
Cap. Flow
-$1.85M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
58.91%
Holding
250
New
4
Increased
55
Reduced
66
Closed
6
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$733K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$255K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$128K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$81.7K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$52.7K |
Top Sells
Sector Composition
| 1 | Technology | 3.98% |
| 2 | Financials | 1.76% |
| 3 | Healthcare | 1.71% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Communication Services | 1.33% |
