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
201
$9.12K 0.01%
121
-114
202
$9.08K 0.01%
278
203
$8.66K 0.01%
75
204
$8.44K 0.01%
300
205
$8.23K 0.01%
49
206
$8.15K 0.01%
15
207
$8.13K 0.01%
+250
208
$7.95K 0.01%
100
209
$7.39K 0.01%
117
-109
210
$7.38K 0.01%
107
-2
211
$7.28K 0.01%
+248
212
$6.08K ﹤0.01%
36
213
$5.95K ﹤0.01%
112
214
$5.63K ﹤0.01%
35
-14
215
$5.54K ﹤0.01%
+20
216
$5.53K ﹤0.01%
58
217
$4.93K ﹤0.01%
220
218
$3.78K ﹤0.01%
330
219
$3.76K ﹤0.01%
142
220
$3.03K ﹤0.01%
5,600
221
$2.83K ﹤0.01%
131
222
$2.6K ﹤0.01%
26
223
$2.25K ﹤0.01%
68
224
$2.08K ﹤0.01%
1,678
225
$1.95K ﹤0.01%
808
6 7 8
9
10