DWS
Dynamic Wealth Strategies Portfolio holdings
AUM
$139M
1-Year Return
11.21%
This Quarter Return
+5.81%
1 Year Return
+11.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$6.25M
(+5.4%)
Cap. Flow
-$202K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
59.04%
Holding
247
New
3
Increased
57
Reduced
80
Closed
13
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$307K |
| 2 |
Vanguard Value ETF
VTV
|
$138K |
| 3 |
Costco
COST
|
$71.8K |
| 4 |
Aflac
AFL
|
$71.6K |
| 5 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
$60.6K |
Sector Composition
| 1 | Technology | 3.7% |
| 2 | Healthcare | 1.7% |
| 3 | Financials | 1.68% |
| 4 | Consumer Discretionary | 1.31% |
| 5 | Communication Services | 1.2% |
