DWS
Dynamic Wealth Strategies Portfolio holdings
AUM
$139M
1-Year Return
11.21%
This Quarter Return
+6.62%
1 Year Return
+11.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$18.6M
(+15%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
247
New
13
Increased
36
Reduced
97
Closed
12
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$12.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.66M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$3.01M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.41M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.95M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.37M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.39M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.81M |
| 4 |
Vanguard Value ETF
VTV
|
$1.69M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.16M |
Sector Composition
| 1 | Technology | 3.42% |
| 2 | Financials | 1.52% |
| 3 | Consumer Discretionary | 1.2% |
| 4 | Healthcare | 1.19% |
| 5 | Communication Services | 1.07% |
