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
176
$15.6K 0.01%
65
177
$15.6K 0.01%
405
178
$15.5K 0.01%
802
179
$15.3K 0.01%
723
-497
180
$15.1K 0.01%
19
-18
181
$14.8K 0.01%
156
-147
182
$14.5K 0.01%
44
183
$14.5K 0.01%
873
-802
184
$14.3K 0.01%
97
-99
185
$13.6K 0.01%
100
186
$13.2K 0.01%
117
187
$12.3K 0.01%
+63
188
$12.1K 0.01%
279
189
$11.5K 0.01%
27
190
$11.4K 0.01%
+550
191
$11.3K 0.01%
50
192
$10.6K 0.01%
96
-91
193
$10.6K 0.01%
142
194
$10.5K 0.01%
+64
195
$10.5K 0.01%
+37
196
$10.4K 0.01%
13
197
$9.83K 0.01%
384
198
$9.79K 0.01%
22
199
$9.74K 0.01%
339
200
$9.13K 0.01%
375
6 7
8
9 10