DWS

Dynamic Wealth Strategies Portfolio holdings

AUM $168M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$3.62M
3
+$2.63M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.39M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.93M

Top Sells

1
+$8.26M
2
+$2.14M
3
+$1.8M
4
VTV icon
Vanguard Value ETF
VTV
+$1.61M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M

Sector Composition

1 Technology 3.42%
2 Financials 1.52%
3 Consumer Discretionary 1.2%
4 Healthcare 1.19%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45.7K 0.03%
1,042
127
$44.3K 0.03%
+121
128
$43.4K 0.03%
741
129
$43.1K 0.03%
823
-2,112
130
$41.9K 0.03%
528
131
$41.6K 0.03%
67
132
$40.1K 0.03%
559
133
$39.5K 0.03%
1,366
134
$39.4K 0.03%
330
135
$39.1K 0.03%
427
136
$39K 0.03%
186
137
$38K 0.03%
166
138
$37.1K 0.03%
200
139
$37.1K 0.03%
66
140
$34.6K 0.02%
280
141
$32.2K 0.02%
453
-26
142
$30.6K 0.02%
857
143
$30K 0.02%
+229
144
$29.9K 0.02%
577
145
$29.7K 0.02%
225
+24
146
$29.6K 0.02%
380
-34
147
$28.4K 0.02%
600
148
$28.2K 0.02%
145
149
$27.9K 0.02%
100
150
$27.9K 0.02%
645
4 5
6
7 8