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
176
$17.5K 0.01%
153
177
$17.3K 0.01%
+535
178
$16.9K 0.01%
200
179
$16.4K 0.01%
253
180
$16K 0.01%
547
+23
181
$15.8K 0.01%
156
182
$15.6K 0.01%
65
183
$15.5K 0.01%
58
184
$15.5K 0.01%
198
-24
185
$15.4K 0.01%
550
186
$14.8K 0.01%
105
+8
187
$14.6K 0.01%
197
-45
188
$14K 0.01%
100
189
$14K 0.01%
50
190
$13.4K 0.01%
117
191
$13.1K 0.01%
63
192
$12.7K 0.01%
44
193
$12.6K 0.01%
108
194
$12.6K 0.01%
13
195
$12.6K 0.01%
279
196
$11.7K 0.01%
733
-1,013
197
$11.2K 0.01%
64
198
$11.1K 0.01%
339
199
$10.9K 0.01%
37
200
$10.7K 0.01%
873
6 7
8
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