DWS

Dynamic Wealth Strategies Portfolio holdings

AUM $173M
1-Year Est. Return 14.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.57M
3
+$2.07M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.93M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.52M

Top Sells

1
+$4.71M
2
+$4.48M
3
+$1.35M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.29M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.28M

Sector Composition

1 Technology 3.6%
2 Financials 1.58%
3 Communication Services 1.28%
4 Healthcare 1.26%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.13K ﹤0.01%
+32
227
$2.8K ﹤0.01%
+57
228
$2.8K ﹤0.01%
131
229
$2.76K ﹤0.01%
+36
230
$2.51K ﹤0.01%
25
-1
231
$2.32K ﹤0.01%
808
232
$2.15K ﹤0.01%
1,678
233
$1.84K ﹤0.01%
191
234
$1.6K ﹤0.01%
8
235
$1.47K ﹤0.01%
+22
236
$1.04K ﹤0.01%
120
237
$1.03K ﹤0.01%
40
238
$658 ﹤0.01%
411
239
$337 ﹤0.01%
40
240
$24 ﹤0.01%
1
-54
241
– –
0
242
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-2
243
– –
-117
244
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-380
245
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-1
246
– –
-96
6 7 8 9
10