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
26
$1.36M 0.91%
18,524
+668
27
$1.24M 0.83%
25,621
-2,084
28
$1.2M 0.8%
11,215
+436
29
$1.12M 0.75%
20,745
+3,601
30
$923K 0.62%
3,796
+317
31
$881K 0.59%
1,700
+246
32
$832K 0.56%
26,323
-43,090
33
$748K 0.5%
2,939
+125
34
$726K 0.49%
5,218
+4
35
$718K 0.48%
+17,248
36
$621K 0.42%
2,830
+353
37
$618K 0.41%
7,272
+4,440
38
$610K 0.41%
3,271
+264
39
$483K 0.32%
522
+61
40
$476K 0.32%
1,509
+134
41
$474K 0.32%
2,575
+485
42
$453K 0.3%
1,273
43
$429K 0.29%
584
+84
44
$394K 0.26%
4,926
+78
45
$383K 0.26%
4,548
-118
46
$376K 0.25%
1,588
+362
47
$361K 0.24%
3,394
+362
48
$352K 0.23%
8,064
-2,420
49
$334K 0.22%
1,597
-590
50
$323K 0.22%
2,413
-365
1
2
3 4 5