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
151
$27.8K 0.02%
446
+66
152
$27.5K 0.02%
52
153
$27.3K 0.02%
590
154
$27K 0.02%
236
155
$25.8K 0.02%
1,065
156
$25.2K 0.02%
979
157
$24.1K 0.02%
426
158
$23.9K 0.02%
137
-126
159
$23.6K 0.02%
556
-2,196
160
$22.9K 0.02%
397
-389
161
$22.8K 0.02%
95
162
$21.6K 0.02%
171
-159
163
$20.3K 0.01%
285
-261
164
$19.3K 0.01%
1,746
+327
165
$19K 0.01%
904
-869
166
$19K 0.01%
153
167
$18.9K 0.01%
191
168
$18K 0.01%
222
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169
$17.4K 0.01%
166
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170
$17.2K 0.01%
524
-538
171
$17.1K 0.01%
253
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172
$16.5K 0.01%
942
-863
173
$16.4K 0.01%
58
-56
174
$16.3K 0.01%
242
-203
175
$16.1K 0.01%
200
-185
5 6
7
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