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
151
$29.1K 0.02%
577
152
$28.7K 0.02%
459
-1,335
153
$28.3K 0.02%
645
154
$28.2K 0.02%
100
155
$27.1K 0.02%
1,065
156
$26.9K 0.02%
857
157
$26.6K 0.02%
590
158
$26.1K 0.02%
426
159
$25.7K 0.02%
224
+58
160
$25.1K 0.02%
1,151
+247
161
$25K 0.02%
988
+265
162
$24.7K 0.02%
552
-4
163
$24.4K 0.02%
236
164
$24.4K 0.02%
401
+4
165
$24.3K 0.02%
979
166
$23.7K 0.02%
137
167
$23.6K 0.02%
191
168
$23.5K 0.02%
95
169
$23.5K 0.02%
30
+11
170
$23K 0.02%
405
171
$22.1K 0.01%
171
172
$21.9K 0.01%
802
173
$20.8K 0.01%
285
174
$19.9K 0.01%
57
-81
175
$18K 0.01%
942
5 6
7
8 9