DWS
Dynamic Wealth Strategies Portfolio holdings
AUM $120M
This Quarter Return
+0.94%
1 Year Return
+5.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 | ﹤0.01% | +300 | New | +$5.86K | |||
| $5.21K | ﹤0.01% | +141 | New | +$5.21K | |||
| $5.09K | ﹤0.01% | +36 | New | +$5.09K | |||
| $5.07K | ﹤0.01% | +119 | New | +$5.07K | |||
| $5K | ﹤0.01% | +220 | New | +$5K | |||
| $4.96K | ﹤0.01% | +142 | New | +$4.96K | |||
| $4.85K | ﹤0.01% | +112 | New | +$4.85K | |||
| $4.8K | ﹤0.01% | +113 | New | +$4.8K | |||
| $4.6K | ﹤0.01% | +58 | New | +$4.6K | |||
| $4.52K | ﹤0.01% | +33 | New | +$4.52K | |||
| $3.67K | ﹤0.01% | +5,600 | New | +$3.67K | |||
| $3.54K | ﹤0.01% | +330 | New | +$3.54K | |||
| $2.73K | ﹤0.01% | +68 | New | +$2.73K | |||
| $2.59K | ﹤0.01% | +26 | New | +$2.59K | |||
| $2.47K | ﹤0.01% | +93 | New | +$2.47K | |||
| $2.45K | ﹤0.01% | +276 | New | +$2.45K | |||
| $2.41K | ﹤0.01% | +80 | New | +$2.41K | |||
| $2.18K | ﹤0.01% | +131 | New | +$2.18K | |||
| $1.98K | ﹤0.01% | +1,678 | New | +$1.98K | |||
| $1.79K | ﹤0.01% | +808 | New | +$1.79K |
