ECD
Elizabeth C. DeWan Portfolio
Invests via WMG Financial Advisors LLC | Managed by Dieter William Bergner
Invests via WMG Financial Advisors LLC
Managed by Dieter William Bergner
Automatically Tracked
Elizabeth C. DeWan Profile
A seasoned operating executive, Elizabeth C. DeWan has built a notable career leading strategic initiatives in the healthcare sector. Her deep understanding of organizational dynamics and market needs allows her to drive transformative change in various business environments. Previously at the helm of major projects, she has been instrumental in enhancing operational efficiency while prioritizing patient care outcomes. With a robust network across healthcare stakeholders, she plays a vital role in aligning corporate goals with industry advancements and community health demands. Elizabeth's commitment to elevating standards within healthcare positions her as an influential figure amidst evolving market landscapes.
A seasoned operating executive, Elizabeth C. DeWan has built a notable career leading strategic initiatives in the healthcare sector. Her deep understanding of organizational dynamics and market needs allows her to drive transformative change in various business environments. Previously at the helm of major projects, she has been instrumental in enhancing operational efficiency while prioritizing patient care outcomes. With a robust network across healthcare stakeholders, she plays a vital role in aligning corporate goals with industry advancements and community health demands. Elizabeth's commitment to elevating standards within healthcare positions her as an influential figure amidst evolving market landscapes.
Investment Philosophy & Strategy
Market dynamics in the healthcare sector are evolving rapidly, and Elizabeth C. DeWan leverages her extensive executive experience to navigate these shifts effectively. Her focus on operational transformation is matched by a commitment to enhancing patient care through strategic initiatives. By utilizing a deep understanding of market requirements, she ensures alignment between organizational goals and emerging trends within the industry. With an eye for integrating innovative practices into traditional frameworks, there exists significant potential for operational improvements under her guidance. This unique blend of leadership acumen and market insight enables impactful decision-making that fosters growth while prioritizing community health outcomes.
Market dynamics in the healthcare sector are evolving rapidly, and Elizabeth C. DeWan leverages her extensive executive experience to navigate these shifts effectively. Her focus on operational transformation is matched by a commitment to enhancing patient care through strategic initiatives. By utilizing a deep understanding of market requirements, she ensures alignment between organizational goals and emerging trends within the industry. With an eye for integrating innovative practices into traditional frameworks, there exists significant potential for operational improvements under her guidance. This unique blend of leadership acumen and market insight enables impactful decision-making that fosters growth while prioritizing community health outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
89.65%
Gain -0.89%
Monthly
1.25%
Yearly
16.09%
Drawdown
26.11%
$270.19M
Equity
Holdings
$270.19M
Investment
$190.71M
$103.97M
Profit -$1.59M
Realized
$24.49M
Unrealized
$79.48M
Dividends
$17M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.59M
Win %
75%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$3.59M
Win %
75%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.26M
Win %
75%
This Year
Compared to last year
Gain
1.65%
Profit
$4.37M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$281,135.28 
ETN Eaton Corporation plc
+7.32%
+$15,060.92 
GOOG Alphabet Inc
+6.88%
+$27,862.61 
GOOGL Alphabet Inc
+6.73%
+$87,588.06 
ABR Arbor Realty Trust Inc.
+4.59%
+$6,292 
META Meta Platforms Inc Class A
+3.28%
+$23,143.11 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,628.64 
MSFT Microsoft Corp.
+3.02%
+$70,905.67 
NVDA NVIDIA Corporation
+2.93%
+$153,770.49 
SMCI Super Micro Computer Inc
+2.42%
+$6,036.03 
MRVL Marvell Technology, Inc.
+2.32%
+$6,044.94 
CSCO Cisco Systems, Inc.
+2.14%
+$4,507.65 
TQQQ ProShares UltraPro QQQ
+2.08%
+$6,285.84 
BBBY Bed Bath & Beyond Inc.
+2.02%
+$9,570 
INVZ Innoviz Technologies Ltd.
+1.9%
+$462.8 
VZ Verizon Communications Inc.
+1.52%
+$5,137.3 
UPST Upstart Holdings, Inc.
+1.48%
+$4,130.79 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,172.26 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$9,150.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,021.86 
BSM Black Stone Minerals, L.P.
+1.01%
+$1,537.5 
AMLP Alerian MLP ETF
+0.89%
+$7,921.83 
EMR Emerson Electric Co.
+0.79%
+$3,453.89 
TSLA Tesla, Inc.
+0.76%
+$2,610.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,403.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,400.86 
MO Altria Group, Inc.
+0.57%
+$1,208.61 
AVUS Avantis U.S. Equity ETF
+0.57%
+$364,651.92 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$2,502.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,380.04 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,562.64 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$846.43 
AVGO Broadcom Inc.
+0.37%
+$3,769.92 
PG Procter & Gamble Co
+0.37%
+$1,267.23 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,543.3 
BAC Bank of America Corporation
+0.36%
+$2,059.42 
RF Regions Financial Corporation
+0.32%
+$3,538.8 
MRK Merck & Co., Inc.
+0.32%
+$1,478.09 
PCT PureCycle Technologies, Inc.
+0.32%
+$1,550 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$18,827.2 
JPM JPMorgan Chase & Co.
+0.27%
+$2,604.74 
VT Vanguard Total World Stock ETF
+0.26%
+$4,387.82 
SO The Southern Company
+0.21%
+$1,442.6 
JNJ Johnson & Johnson
+0.21%
+$779.1 
T AT&T Inc.
+0.17%
+$4,200.8 
USAC Usa Compression Partners L.P.
+0.15%
+$804.96 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$6,004.23 
DELL Dell Technologies Inc.
+0.14%
+$537.04 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,269.01 
WMT Walmart Inc.
+0.09%
+$2,372.85 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$1,278.76 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$3,026.85 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$247.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$11,534.64 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$93.85 
CLOX Eldridge AAA CLO ETF
+0.02%
+$341.59 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 MCRP
MCRP
0%
$0 
AAPL Apple Inc.
-7.35%
-$577,372.44 
MU Micron Technology, Inc.
-5.9%
-$11,771.63 
SHOP Shopify Inc.
-4.29%
-$26,607 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$19,751.31 
IBIT iShares Bitcoin Trust
-2.89%
-$36,074.98 
ABBV AbbVie Inc.
-2.51%
-$6,961.72 
BA Boeing Company
-2.15%
-$8,758.38 
NXE NexGen Energy Ltd.
-1.82%
-$2,805 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,930.93 
ABUS Arbutus Biopharma Corporation
-1.59%
-$882.35 
NLY Annaly Capital Management, Inc.
-1.56%
-$5,031 
STWD Starwood Property Trust Inc.
-1.54%
-$3,251.75 
GLD SPDR Gold Shares
-1.49%
-$11,554.7 
IAU iShares Gold Trust
-1.46%
-$3,590.01 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$11,623 
XOM Exxon Mobil Corporation
-0.97%
-$9,492.12 
PSEC Prospect Capital Corporation
-0.93%
-$559 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$985.32 
EZA iShares MSCI South Africa ETF
-0.76%
-$1,568 
AVRE Avantis Real Estate ETF
-0.75%
-$20,207.92 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$2,890.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,804.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,558.98 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$5,503.99 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$2,047 
PRU Prudential Financial, Inc.
-0.56%
-$5,237.77 
LLY Eli Lilly and Company
-0.53%
-$2,966.92 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$48,535 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$1,925 
AVDE Avantis International Equity ETF
-0.46%
-$84,125.58 
HD The Home Depot, Inc.
-0.42%
-$1,053.64 
GII SPDR S&P Global Infrastructure ETF
-0.38%
-$1,624 
VGT Vanguard Information Technology ETF
-0.38%
-$27,140.74 
HECA Hedgeye Capital Allocation ETF
-0.33%
-$41,859.18 
BDN Brandywine Realty Trust
-0.33%
-$165 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.29%
-$3,749 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,438.65 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$11,453.58 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$4,874.31 
BNDX Vanguard Total International Bond ETF
-0.23%
-$4,150.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,769.84 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$371 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$17,750.2 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$643.61 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$105.13 
HEFT Hedgeye Fourth Turning ETF
-0.04%
-$275.75 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$50 Events
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Dividends
Dividend Analysis
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| Trades 2243 | Longs Won 1472/2243 65% | Profit Factor 4.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,915.56 |
| Average Win $82,226.38 | Best Trade (Aug 17) $10.04M | Sharpe Ratio -12.78 |
| Average Loss -$36,114.42 | Worst Trade (Dec 30) -$2.8M | Z-Score -5.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $46,353.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 19,700 | $779,529 | $786,621 | - | $7,092 | 0.91% | -1.456% |
| AAPL Apple Inc. | 23,547 | $4.07M | $7.27M | - | $3.2M | 78.68% | -7.354% |
| ABBV AbbVie Inc. | 1,076 | $176,006.94 | $270,011.44 | - | $94,004.5 | 53.41% | -2.513% |
| ABR Arbor Realty Trust Inc. | 28,600 | $334,860 | $143,286 | - | -$191,574 | -57.21% | +4.593% |
| ABUS Arbutus Biopharma Corporation | 12,605 | $34,159.55 | $54,705.7 | - | $20,546.15 | 60.15% | -1.587% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,022 | $330,602.33 | $332,321.44 | - | $1,719.11 | 0.52% | +0.472% |
| AMLP Alerian MLP ETF | 16,167 | $758,760.51 | $894,358.44 | - | $135,597.93 | 17.87% | +0.894% |
| AMZN Amazon.com Inc | 7,792 | $1.33M | $2.12M | - | $782,453.79 | 58.67% | +15.321% |
| AVDE Avantis International Equity ETF | 200,299 | $12.26M | $18.27M | - | $6.01M | 48.98% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 97,070 | $5.96M | $10.16M | - | $4.19M | 70.3% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 102,989 | $5.87M | $9.22M | - | $3.35M | 57.03% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 6,150 | $303,681 | $382,776 | - | $79,095 | 26.05% | -0.749% |
| AVGE FRCL 3 2022Q3 Hb Float | 18,268 | $1.29M | $1.8M | - | $513,579.48 | 39.78% | +0.071% |
| AVGO Broadcom Inc. | 2,618 | $492,120.34 | $1.02M | - | $527,014.7 | 107.09% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 46,422 | $1.93M | $1.89M | - | -$33,588.57 | -1.74% | -0.257% |
| AVIV Avantis International Large Cap Value ETF | 4,450 | $236,053.5 | $359,159.5 | - | $123,106 | 52.15% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 46,186 | $2.7M | $4.26M | - | $1.55M | 57.45% | +0.141% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 16,300 | $1.05M | $1.29M | - | $244,658 | 23.32% | -0.289% |
| AVMV Avantis U.S. Mid Cap Value ETF | 136,540 | $8.22M | $11.11M | - | $2.89M | 35.11% | -0.16% |
| AVRE Avantis Real Estate ETF | 54,616 | $2.37M | $2.66M | - | $287,269.22 | 12.11% | -0.754% |
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FAQ
Which stocks have generated the highest profits for Elizabeth C. DeWan?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Small Cap Value ETF - $2.11M, Avantis U.S. Equity ETF - $2.06M, Avantis International Equity ETF - $1.98M, Broadcom Inc - $1.7M, and NVIDIA Corporation - $1.44M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nio Inc - $2.93M, Hormel Foods Corporation - $2.32M, Cerence Inc - $1.28M, Amplify Transformational Data Sharing ETF - $621,665.21, and iShares Bitcoin Trust - $470,616.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth C. DeWan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17M earned over time. The largest contributors to dividend income include Avantis U.S. Equity ETF - $1.96M, Avantis U.S. Small Cap Value ETF - $1.45M, Avantis International Equity ETF - $1.27M, Avantis International Small Cap Value ETF - $835,449.91, and AT&T Inc - $666,684.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth C. DeWan's monthly returns?
Elizabeth C. DeWan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Elizabeth C. DeWan's strategy be considered aggressive or moderate?
Elizabeth C. DeWan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Elizabeth C. DeWan's strategy?
Elizabeth C. DeWan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
