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
$139M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.62M
3
+$2.63M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.39M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.93M

Top Sells

1
+$8.26M
2
+$2.14M
3
+$1.8M
4
VTV icon
Vanguard Value ETF
VTV
+$1.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M

Sector Composition

1 Technology 3.42%
2 Financials 1.52%
3 Consumer Discretionary 1.2%
4 Healthcare 1.19%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68K ﹤0.01%
8
227
$1.57K ﹤0.01%
191
228
$1.3K ﹤0.01%
+55
229
$1.1K ﹤0.01%
40
230
$756 ﹤0.01%
120
231
$715 ﹤0.01%
411
232
$198 ﹤0.01%
40
233
$192 ﹤0.01%
2
-1,352
234
$71 ﹤0.01%
1
235
– –
-80
236
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-6,300
237
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0
238
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239
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240
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244
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245
– –
-4,142
246
– –
-93
247
– –
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6 7 8 9
10