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:
44.49%
Gain +1.72%
Monthly
0.38%
Yearly
4.66%
Drawdown
22.16%
$263.46M
Equity
Holdings
$263.46M
Investment
$189.71M
$75.85M
Profit +$5.3M
Realized
$2.1M
Unrealized
$73.75M
Dividends
$15.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.72%
Profit
$5.3M
Win %
77%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$3.55M
Win %
77%
This Month
Compared to last month
Gain
-1.49%
Profit
-$3.99M
Win %
77%
This Year
Compared to last year
Gain
3.01%
Profit
$8.5M
Win %
78%
SMCI Super Micro Computer Inc
+8.66%
+$39,340.67 
HIVE HIVE Digital Technologies Ltd.
+7.57%
+$33,125 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$54,282.49 
BBBY Bed Bath & Beyond Inc.
+6.22%
+$35,086.5 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+6.21%
+$41,305.6 
BA Boeing Company
+5.81%
+$23,012.1 
EZA iShares MSCI South Africa ETF
+5.03%
+$10,176 
UPST Upstart Holdings, Inc.
+4.92%
+$38,333.23 
BLOK Amplify Transformational Data Sharing ETF
+4.86%
+$148,682.85 
SPMO Invesco S&P 500 Momentum ETF
+4.84%
+$285,172.49 
TSLA Tesla, Inc.
+4.61%
+$21,219.06 
AVEM Avantis Emerging Markets Equity ETF
+4.57%
+$427,887.11 
AVES Avantis Emerging Markets Value ETF
+4.16%
+$16,359 
ABUS Arbutus Biopharma Corporation
+3.88%
+$2,016.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$8,577.42 
EMR Emerson Electric Co.
+3.67%
+$14,722.81 
AVGO Broadcom Inc.
+3.64%
+$42,298.93 
VGT Vanguard Information Technology ETF
+3.38%
+$226,692.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$44,409.92 
GLD SPDR Gold Shares
+3.17%
+$131,638.41 
IAU iShares Gold Trust
+3.12%
+$7,584.97 
AVDE Avantis International Equity ETF
+2.95%
+$503,535.15 
AVDV Avantis International Small Cap Value ETF
+2.92%
+$287,682 
NLY Annaly Capital Management, Inc.
+2.9%
+$9,904.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.81%
+$10,683.31 
DFAI Dimensional International Core Equity Market ETF
+2.75%
+$22,861.96 
IBIT iShares Bitcoin Trust
+2.74%
+$47,888.54 
AVIV Avantis International Large Cap Value ETF
+2.71%
+$8,673 
HD The Home Depot, Inc.
+2.5%
+$5,483.35 
NVDA NVIDIA Corporation
+2.33%
+$133,013.14 
LLY Eli Lilly and Company
+2.27%
+$13,400.4 
AVMV Avantis U.S. Mid Cap Value ETF
+2.15%
+$234,048.1 
SHOP Shopify Inc.
+2.08%
+$17,086.5 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$11,478.62 
AVMC Avantis U.S. Mid Cap Equity ETF
+2.07%
+$26,052.29 
AVUS Avantis U.S. Equity ETF
+2.05%
+$1.27M 
AVLV Avantis U.S. Large Cap Value ETF
+1.96%
+$88,873.75 
DFAU Dimensional US Core Equity Market ETF
+1.94%
+$8,668.89 
AVGE FRCL 3 2022Q3 Hb Float
+1.9%
+$35,410.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.9%
+$662,183.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$38,886.7 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$7,209.13 
DFAT Dimensional US Targeted Value ETF
+1.79%
+$7,151.49 
VOO Vanguard S&P 500 ETF
+1.77%
+$5,645.19 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.6%
+$8,249.33 
AMZN Amazon.com Inc
+1.54%
+$32,010.36 
JPM JPMorgan Chase & Co.
+1.53%
+$13,641.29 
MRK Merck & Co., Inc.
+1.44%
+$6,503.15 
AAPL Apple Inc.
+1.41%
+$102,310.48 
PSEC Prospect Capital Corporation
+1.34%
+$838.5 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$2,767.05 
NIO Nio Inc.
+1.25%
+$792.93 
PRU Prudential Financial, Inc.
+1.25%
+$10,395.08 
MCRP Micropolis Holding Co.
+1.24%
+$500 
USAC Usa Compression Partners L.P.
+1.23%
+$7,522.16 
HEFT Hedgeye Fourth Turning ETF
+1.18%
+$7,308.25 
BLV Vanguard Long-Term Bond ETF
+1.18%
+$2,440 
BAC Bank of America Corporation
+1.07%
+$5,642.91 
HECA Hedgeye Capital Allocation ETF
+1.02%
+$107,858.57 
INVZ Innoviz Technologies Ltd.
+0.82%
+$233.22 
GOOG Alphabet Inc
+0.76%
+$4,053.81 
AVRE Avantis Real Estate ETF
+0.74%
+$19,892.95 
PLTR Palantir Technologies Inc.
+0.71%
+$1,405.21 
AVIG Avantis Core Fixed Income ETF
+0.6%
+$8,936.62 
BNDX Vanguard Total International Bond ETF
+0.59%
+$10,833.42 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$25,113.72 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.52%
+$1,081.08 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.44%
+$1,170.49 
VZ Verizon Communications Inc.
+0.41%
+$1,519.05 
GOOGL Alphabet Inc
+0.35%
+$5,468.75 
VGM Invesco Trust for Investment Grade Municipals
+0.3%
+$328.44 
CLOZ Panagram BBB-B CLO ETF
+0.28%
+$1,026 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$463.73 
BIZD VanEck BDC Income ETF
+0.16%
+$494.5 
BDN Brandywine Realty Trust
+0.16%
+$507.5 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,208.72 
CLOX Eldridge AAA CLO ETF
+0.1%
+$2,243.68 
ABBV AbbVie Inc.
+0.06%
+$159.32 
JNJ Johnson & Johnson
+0.05%
+$160.81 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$776.05 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$128.56 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
PCT PureCycle Technologies Inc.
-9.96%
-$77,913.5 
XOM Exxon Mobil Corporation
-2.71%
-$25,629.29 
MO Altria Group, Inc.
-2.34%
-$5,906.34 
CVX Chevron Corporation
-2.08%
-$4,731.94 
MSFT Microsoft Corp.
-1.81%
-$42,492.84 
PM Philip Morris International Inc.
-1.07%
-$2,412.76 
AMLP Alerian MLP ETF
-0.78%
-$7,284.47 
SO The Southern Company
-0.77%
-$5,116.3 
COST Costco Wholesale Corporation
-0.75%
-$1,867.14 
STWD Starwood Property Trust Inc.
-0.65%
-$1,430.77 
T AT&T Inc.
-0.49%
-$12,358.01 
UNH UnitedHealth Group Incorporated
-0.44%
-$1,492.85 
PG Procter & Gamble Co
-0.4%
-$1,611.61 
META Meta Platforms Inc Class A
-0.4%
-$2,864.76 
ABR Arbor Realty Trust Inc.
-0.29%
-$579 
RF-PF Regions Financial Corporation
-0.24%
-$2,125.08 
WMT Walmart Inc.
-0.12%
-$3,453.61 
BSM Black Stone Minerals, L.P.
-0.07%
-$167.5 Events
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Dividends
Dividend Analysis
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| Trades 2131 | Longs Won 1293/2131 60% | Profit Factor 3.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,022.48 |
| Average Win $82,001.87 | Best Trade (Jun 11) $5.22M | Sharpe Ratio -12.08 |
| Average Loss -$36,008.82 | Worst Trade (Dec 30) -$2.8M | Z-Score -6.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $35,595.04 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
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Returns
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