DWS

Dynamic Wealth Strategies Portfolio holdings

AUM $139M
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$3.14M
2 +$3.1M
3 +$1.14M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$440K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$317K

Sector Composition

1 Technology 3.64%
2 Financials 1.95%
3 Healthcare 1.86%
4 Consumer Discretionary 1.35%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-9,320