DWS

Dynamic Wealth Strategies Portfolio holdings

AUM $168M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$956K
3
+$412K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$397K
5
PINS icon
Pinterest
PINS
+$211K

Top Sells

1
+$2.31M
2
+$1.28M
3
+$355K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$347K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$319K

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 Change
in Stake 		Capital Flow
226
$1.45K ﹤0.01%
+8
227
$1.37K ﹤0.01%
+100
228
$1.37K ﹤0.01%
+191
229
$1.13K ﹤0.01%
+40
230
$986 ﹤0.01%
+411
231
$769 ﹤0.01%
+120
232
$302 ﹤0.01%
+40
233
$63 ﹤0.01%
+1
234
– –
0
6 7 8 9
10