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
201
$10.4K 0.01%
375
202
$9.93K 0.01%
384
203
$9.91K 0.01%
75
204
$9.85K 0.01%
278
205
$9.6K 0.01%
142
206
$9.57K 0.01%
51
+16
207
$9.01K 0.01%
250
208
$8.67K 0.01%
300
209
$8.62K 0.01%
22
210
$8.2K 0.01%
100
211
$8.07K 0.01%
107
212
$7.94K 0.01%
121
213
$7.78K 0.01%
248
214
$7.69K 0.01%
49
215
$7.38K ﹤0.01%
220
216
$6.71K ﹤0.01%
15
217
$6.45K ﹤0.01%
330
218
$6.13K ﹤0.01%
112
219
$5.99K ﹤0.01%
+18
220
$5.95K ﹤0.01%
20
221
$5.79K ﹤0.01%
36
222
$5.51K ﹤0.01%
58
223
$3.77K ﹤0.01%
5,600
224
$3.74K ﹤0.01%
68
225
$3.26K ﹤0.01%
142
6 7 8
9
10