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
126
$55.3K 0.04%
112
-10
127
$54.9K 0.04%
71
-73
128
$52.3K 0.03%
362
129
$49K 0.03%
741
130
$48.7K 0.03%
605
131
$46.7K 0.03%
1,042
132
$46.3K 0.03%
200
133
$44.9K 0.03%
330
134
$44.8K 0.03%
67
135
$44K 0.03%
2,685
136
$43.8K 0.03%
528
137
$43.4K 0.03%
654
138
$40.9K 0.03%
290
-5,012
139
$40.5K 0.03%
280
140
$40.1K 0.03%
186
141
$38.6K 0.03%
1,366
142
$37.7K 0.03%
559
143
$37.5K 0.03%
66
144
$36.7K 0.02%
166
145
$36.1K 0.02%
427
146
$32.5K 0.02%
446
147
$32K 0.02%
52
148
$31.5K 0.02%
229
149
$31K 0.02%
600
150
$29.5K 0.02%
145
4 5
6
7 8