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 | |
|---|---|---|---|---|---|---|---|
| $7.79K | 0.01% | 375 | New | +$7.79K | |||
| $7.43K | 0.01% | 15 | New | +$7.43K | |||
| $7.39K | 0.01% | 109 | New | +$7.39K | |||
| $7.08K | 0.01% | 117 | New | +$7.08K | |||
| $6.75K | 0.01% | 49 | New | +$6.75K | |||
| $5.86K | 0% | 300 | New | +$5.86K | |||
| $5.21K | 0% | 141 | New | +$5.21K | |||
| $5.09K | 0% | 36 | New | +$5.09K | |||
| $5.07K | 0% | 119 | New | +$5.07K | |||
| $5K | 0% | 220 | New | +$5K | |||
| $4.96K | 0% | 142 | New | +$4.96K | |||
| $4.85K | 0% | 112 | New | +$4.85K | |||
| $4.8K | 0% | 113 | New | +$4.8K | |||
| $4.6K | 0% | 58 | New | +$4.6K | |||
| $4.52K | 0% | 33 | New | +$4.52K | |||
| $3.67K | 0% | 5,600 | New | +$3.67K | |||
| $3.54K | 0% | 330 | New | +$3.54K | |||
| $2.73K | 0% | 68 | New | +$2.73K | |||
| $2.59K | 0% | 26 | New | +$2.59K | |||
| $2.47K | 0% | 93 | New | +$2.47K | |||
| $2.45K | 0% | 276 | New | +$2.45K | |||
| $2.41K | 0% | 80 | New | +$2.41K | |||
| $2.18K | 0% | 131 | New | +$2.18K | |||
| $1.98K | 0% | 1,678 | New | +$1.98K | |||
| $1.79K | 0% | 808 | New | +$1.79K |
