DWS
Dynamic Wealth Strategies Portfolio holdings
AUM $120M
AUM
$120M
AUM Growth
+$7.92M (+7%)
Cap. Flow
+$7.58M
Cap. Flow % of AUM
6.3%
Top 10 Holdings %Top 10 Hldgs %
56.85%
Holding
234
New
169
Increased
31
Reduced
28
Closed
–
Top Buys
| 1 | $1.16M | |
| 2 | $921K | |
| 3 | $411K | |
| 4 | $402K | |
| 5 | $212K |
Top Sells
| 1 | $2.23M | |
| 2 | $1.18M | |
| 3 | $361K | |
| 4 | $352K | |
| 5 | $323K |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Financials | 1.85% |
| 3 | Healthcare | 1.56% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 1.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.9K | 0.02% | 235 | New | +$18.9K | |||
| $15.9K | 0.01% | 52 | New | +$15.9K | |||
| $15.7K | 0.01% | 405 | New | +$15.7K | |||
| $15.5K | 0.01% | 226 | New | +$15.5K | |||
| $15.2K | 0.01% | 65 | New | +$15.2K | |||
| $15.1K | 0.01% | 153 | New | +$15.1K | |||
| $14.5K | 0.01% | 1,419 | New | +$14.5K | |||
| $14.5K | 0.01% | 44 | New | +$14.5K | |||
| $14.1K | 0.01% | 802 | New | +$14.1K | |||
| $13.6K | 0.01% | 100 | New | +$13.6K | |||
| $12.9K | 0.01% | 279 | New | +$12.9K | |||
| $12.8K | 0.01% | 117 | New | +$12.8K | |||
| $12.5K | 0.01% | 191 | New | +$12.5K | |||
| $10.7K | 0.01% | 22 | New | +$10.7K | |||
| $10.6K | 0.01% | 142 | New | +$10.6K | |||
| $9.81K | 0.01% | 384 | New | +$9.81K | |||
| $9.75K | 0.01% | 27 | New | +$9.75K | |||
| $8.94K | 0.01% | 142 | New | +$8.94K | |||
| $8.72K | 0.01% | 75 | New | +$8.72K | |||
| $8.61K | 0.01% | 13 | New | +$8.61K | |||
| $8.52K | 0.01% | 58 | New | +$8.52K | |||
| $8.3K | 0.01% | 50 | New | +$8.3K | |||
| $8.25K | 0.01% | 100 | New | +$8.25K | |||
| $8.14K | 0.01% | 49 | New | +$8.14K | |||
| $7.91K | 0.01% | 278 | New | +$7.91K |
