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
$173M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Sells

1 +$708K
2 +$227K
3 +$188K
4
AMZN icon
Amazon
AMZN
+$164K
5
LRCX icon
Lam Research
LRCX
+$134K

Sector Composition

1 Technology 3.12%
2 Healthcare 1.59%
3 Financials 1.56%
4 Industrials 1.09%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VBK icon
251
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$6.04K ﹤0.01%
20
DOW icon
252
Dow Inc
DOW
$25.1B
$5.91K ﹤0.01%
142
BXP icon
253
Boston Properties
BXP
$9.83B
$5.19K ﹤0.01%
100
+63
ALC icon
254
Alcon
ALC
$32.1B
$5.05K ﹤0.01%
+67
PCVX icon
255
Vaxcyte
PCVX
$6.91B
$5K ﹤0.01%
86
AXP icon
256
American Express
AXP
$213B
$4.54K ﹤0.01%
+15
CYTK icon
257
Cytokinetics
CYTK
$9.82B
$4.48K ﹤0.01%
68
CHWY icon
258
Chewy
CHWY
$8.48B
$4.32K ﹤0.01%
160
ETN icon
259
Eaton
ETN
$162B
$3.93K ﹤0.01%
+11
WMB icon
260
Williams Companies
WMB
$88B
$3.71K ﹤0.01%
+51
HPE icon
261
Hewlett Packard
HPE
$71.3B
$3.36K ﹤0.01%
+141
ACAD icon
262
Acadia Pharmaceuticals
ACAD
$3.7B
$2.92K ﹤0.01%
131
HCA icon
263
HCA Healthcare
HCA
$80.2B
$2.84K ﹤0.01%
+6
AMH icon
264
American Homes 4 Rent
AMH
$11.8B
$2.79K ﹤0.01%
+100
GD icon
265
General Dynamics
GD
$92.3B
$2.75K ﹤0.01%
+8
AGG icon
266
iShares Core US Aggregate Bond ETF
AGG
$136B
$2.48K ﹤0.01%
25
MRVI icon
267
Maravai LifeSciences
MRVI
$730M
$2.29K ﹤0.01%
808
PACB icon
268
Pacific Biosciences
PACB
$516M
$2.21K ﹤0.01%
1,678
SYF icon
269
Synchrony
SYF
$23.9B
$2.18K ﹤0.01%
+32
MRNA icon
270
Moderna
MRNA
$20.3B
$2.03K ﹤0.01%
40
WAB icon
271
Wabtec
WAB
$44.4B
$2K ﹤0.01%
8
WFC icon
272
Wells Fargo
WFC
$249B
$1.99K ﹤0.01%
+25
XEL icon
273
Xcel Energy
XEL
$48.4B
$1.91K ﹤0.01%
+24
TFC icon
274
Truist Financial
TFC
$60.9B
$1.7K ﹤0.01%
+37
IBM icon
275
IBM
IBM
$284B
$1.7K ﹤0.01%
+7