DWS
Dynamic Wealth Strategies Portfolio holdings
AUM $120M
AUM
$120M
AUM Growth
+$7.92M (+7%)
Cap. Flow
+$7.58M
Cap. Flow % of AUM
6.3%
Top 10 Holdings %Top 10 Hldgs %
56.85%
Holding
234
New
169
Increased
31
Reduced
28
Closed
–
Top Buys
| 1 | $1.16M | |
| 2 | $921K | |
| 3 | $411K | |
| 4 | $402K | |
| 5 | $212K |
Top Sells
| 1 | $2.23M | |
| 2 | $1.18M | |
| 3 | $361K | |
| 4 | $352K | |
| 5 | $323K |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Financials | 1.85% |
| 3 | Healthcare | 1.56% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 1.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $105K | 0.09% | 370 | New | +$105K | |||
| $102K | 0.09% | 1,235 | New | +$102K | |||
| $99.7K | 0.08% | 585 | New | +$99.7K | |||
| $96.4K | 0.08% | 727 | New | +$96.4K | |||
| $92.2K | 0.08% | 176 | New | +$92.2K | |||
| $90.5K | 0.08% | 416 | New | +$90.5K | |||
| $86.2K | 0.07% | 651 | New | +$86.2K | |||
| $84.6K | 0.07% | 341 | New | +$84.6K | |||
| $83.4K | 0.07% | 267 | New | +$83.4K | |||
| $79.1K | 0.07% | 465 | New | +$79.1K | |||
| $75.8K | 0.06% | 845 | New | +$75.8K | |||
| $75K | 0.06% | 448 | New | +$75K | |||
| $72.3K | 0.06% | 383 | New | +$72.3K | |||
| $71.9K | 0.06% | 897 | New | +$71.9K | |||
| $68.9K | 0.06% | 628 | New | +$68.9K | |||
| $68.8K | 0.06% | 2,268 | New | +$68.8K | |||
| $66.6K | 0.06% | 119 | New | +$66.6K | |||
| $63.1K | 0.05% | 881 | New | +$63.1K | |||
| $60.9K | 0.05% | 142 | New | +$60.9K | |||
| $59.9K | 0.05% | 297 | New | +$59.9K | |||
| $57K | 0.05% | 2,685 | New | +$57K | |||
| $55.4K | 0.05% | 950 | New | +$55.4K | |||
| $46.3K | 0.04% | 362 | New | +$46.3K | |||
| $45.6K | 0.04% | 786 | New | +$45.6K | |||
| $44.8K | 0.04% | 521 | New | +$44.8K |
