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:
101.57%
Gain +0.71%
Monthly
1.17%
Yearly
15.03%
Drawdown
26.09%
$265.34M
Equity
Holdings
$265.34M
Investment
$190.71M
$99.09M
Profit +$1.24M
Realized
$24.45M
Unrealized
$74.63M
Dividends
$17.21M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$1.24M
Win %
72%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.24M
Win %
72%
This Month
Compared to last month
Gain
-0.09%
Profit
-$235,383.99
Win %
72%
This Year
Compared to last year
Gain
-0.18%
Profit
-$474,038.08
Win %
74%
BBBY Neighborhood Intelligence, Inc.
+10.81%
+$15,312 
TSLA Tesla, Inc.
+5.97%
+$24,569.79 
CSCO Cisco Systems, Inc.
+3.09%
+$6,102.95 
DELL Dell Technologies Inc. Class C Common Stock
+3.04%
+$13,325.31 
TQQQ ProShares UltraPro QQQ
+3.04%
+$9,595.43 
MU Micron Technology Inc.
+2.87%
+$5,749.02 
PSEC Prospect Capital Corporation
+2.7%
+$1,118 
AVGO Broadcom Inc.
+2.33%
+$19,635.03 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+2.18%
+$16,268 
NVDA NVIDIA Corporation
+2.02%
+$114,856.18 
MRVL Marvell Technology Inc.
+1.94%
+$6,286.18 
NXE NexGen Energy Ltd.
+1.9%
+$2,557.5 
ETN Eaton Corporation plc
+1.81%
+$3,521.85 
INVZ Innoviz Technologies Ltd.
+1.48%
+$190.91 
SPMO Invesco S&P 500 Momentum ETF
+1.34%
+$85,411.2 
VGM Invesco Trust for Investment Grade Municipals
+1.33%
+$1,313.76 
VGT Vanguard Information Technology ETF
+1.23%
+$92,152.28 
IUSG iShares Core S&P U.S. Growth ETF
+1.02%
+$2,414.23 
MSFT Microsoft Corporation Common Stock
+0.96%
+$26,134.07 
AVDV Avantis International Small Cap Value ETF
+0.93%
+$94,643.25 
JPM JPMorgan Chase & Co.
+0.87%
+$7,952.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.83%
+$4,595.63 
CRWD CrowdStrike Holdings, Inc.
+0.78%
+$10,177.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.73%
+$258,087.57 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$1,431 
BRK-B Berkshire Hathaway Inc.
+0.68%
+$7,010.4 
PRU Prudential Financial, Inc.
+0.68%
+$5,920.98 
SPCX Space Exploration Technologies Corp. Class A
+0.68%
+$5,156.95 
VTI Vanguard Total Stock Market ETF
+0.65%
+$14,195.66 
SPY State Street SPDR S&P 500 ETF Trust
+0.63%
+$2,146.51 
VOO Vanguard S&P 500 ETF
+0.62%
+$2,154.71 
DFAU Dimensional U.S. Core Equity Market ETF
+0.61%
+$2,859.84 
AVUS Avantis U.S. Equity ETF
+0.61%
+$395,040.59 
DFAT Dimensional U.S. Targeted Value ETF
+0.61%
+$2,457.42 
EZA iShares MSCI South Africa ETF
+0.61%
+$1,226.88 
BAC Bank of America Corporation
+0.6%
+$2,855.11 
AVIV Avantis International Large Cap Value ETF
+0.58%
+$2,034.54 
AVDE Avantis International Equity Fund Institutional Class
+0.57%
+$102,152.49 
T AT&T Inc.
+0.57%
+$12,602.4 
JNJ Johnson & Johnson
+0.57%
+$2,212.35 
RF Regions Financial Corp.
+0.54%
+$5,485.14 
VEA Vanguard FTSE Developed Markets ETF
+0.52%
+$1,194.11 
AAAU Goldman Sachs Physical Gold ETF
+0.51%
+$3,940 
AVLV Avantis U.S. Large Cap Value ETF
+0.51%
+$21,707.42 
DFAI Dimensional International Core Equity Market ETF
+0.5%
+$4,178.93 
IDEV iShares Core MSCI International Developed Markets ETF
+0.5%
+$1,869.56 
ABUS Arbutus Biopharma Corporation
+0.49%
+$260.92 
IAU iShares Gold Trust
+0.48%
+$1,143.72 
GLD SPDR Gold Shares
+0.48%
+$3,598.02 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.47%
+$5,956.02 
AMLP Alerian MLP ETF
+0.46%
+$3,960.91 
LLY Eli Lilly and Company
+0.46%
+$2,826.58 
SCHV Schwab U.S. Large-Cap Value ETF
+0.45%
+$2,477.68 
AVMV Avantis U.S. Mid Cap Value ETF
+0.42%
+$45,740.9 
WMT Walmart Inc.
+0.42%
+$11,982.64 
AVRE Avantis Real Estate ETF
+0.42%
+$10,377.04 
VT Vanguard Total World Stock ETF
+0.4%
+$6,635.35 
AMZN Amazon.com Inc
+0.37%
+$7,168.64 
XOM ExxonMobil Holdings Corporation
+0.35%
+$4,001.52 
EMR Emerson Electric Co.
+0.27%
+$1,287.88 
SHOP Shopify Inc.
+0.2%
+$1,672.39 
BA The Boeing Company
+0.18%
+$625.58 
VXUS Vanguard Total International Stock ETF
+0.18%
+$2,231.26 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.17%
+$656.95 
BND Vanguard Total Bond Market ETF
+0.16%
+$6,932.43 
ABBV AbbVie Inc.
+0.16%
+$484.19 
AVIG Avantis Core Fixed Income ETF
+0.15%
+$2,785.32 
AVGE Avantis All Equity Markets ETF
+0.13%
+$2,283.5 
META Meta Platforms Inc Class A
+0.12%
+$968.66 
BNDX Vanguard Total International Bond ETF
+0.05%
+$943.27 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.02%
+$46.81 
GII State Street SPDR S&P Global Infrastructure ETF
+0.02%
+$84 
TBIL F/m US Treasury 3 Month Bill Fund
0%
+$4.94 MCRP
MCRP
0%
$0 
PCT PureCycle Technologies Inc.
-3.61%
-$7,757.75 
MRK Merck & Co., Inc.
-2.9%
-$15,195.08 
VZ Verizon Communications Inc.
-2.77%
-$9,063.67 
ABR Arbor Realty Trust, Inc.
-2.57%
-$2,145 
UPST Upstart Holdings Inc.
-2.44%
-$5,989.66 
USAC USA Compression Partners, L.P.
-2.02%
-$10,162.6 
IBIT iShares Bitcoin Trust ETF
-1.79%
-$28,077.22 
UNH UnitedHealth Group Inc.
-1.54%
-$3,591.76 
PPLT abrdn Physical Platinum Shares ETF
-1.14%
-$4,400 
AAPL Apple Inc.
-0.97%
-$79,824.57 
AVES Avantis Emerging Markets Value ETF
-0.97%
-$3,690 
BSM Black Stone Minerals, L.P.
-0.8%
-$1,230 
MO Altria Group, Inc.
-0.73%
-$1,673.46 
PG The Procter & Gamble Company
-0.67%
-$2,558.38 
HD The Home Depot, Inc.
-0.53%
-$1,288.59 
GOOG Alphabet Inc
-0.52%
-$2,013.58 
BDN Brandywine Realty Trust
-0.51%
-$247.5 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$45,315.16 
DFAE Dimensional Emerging Core Equity Market ETF
-0.49%
-$896.22 
HECA Hedgeye Capital Allocation ETF
-0.41%
-$50,696.12 
GOOGL Alphabet Inc
-0.39%
-$4,872.46 
SMCI Super Micro Computer Inc.
-0.36%
-$1,081.08 
NLY Annaly Capital Management, Inc.
-0.27%
-$698.75 
STWD Starwood Property Trust, Inc.
-0.24%
-$390.21 
SO The Southern Company
-0.24%
-$1,586.86 
HEFT Hedgeye Fourth Turning ETF
-0.22%
-$1,604.87 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$519.58 
CLOZ Eldridge BBB-B CLO ETF
-0.06%
-$150 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$105.13 
CLOX Eldridge AAA CLO ETF
-0.02%
-$426.99 
BUXX Strive Enhanced Income Short Maturity ETF
-0.02%
-$1,119.93 Events
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Dividends
Dividend Analysis
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| Trades 2243 | Longs Won 1455/2243 64% | Profit Factor 4.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,577.36 |
| Average Win $80,789.76 | Best Trade (Oct 21) $9.64M | Sharpe Ratio -14.66 |
| Average Loss -$36,897.15 | Worst Trade (Dec 30) -$2.8M | Z-Score -6.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $44,175.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 19,700 | $779,529 | $780,120 | - | $591 | 0.08% | +0.508% |
| AAPL Apple Inc. | 23,547 | $4.07M | $8.11M | - | $4.04M | 99.18% | -0.975% |
| ABBV AbbVie Inc. | 1,076 | $176,006.94 | $307,832.84 | - | $131,825.9 | 74.9% | +0.158% |
| ABR Arbor Realty Trust, Inc. | 28,600 | $334,860 | $81,367 | - | -$253,493 | -75.7% | -2.568% |
| ABUS Arbutus Biopharma Corporation | 12,605 | $34,159.55 | $53,201.92 | - | $19,042.37 | 55.75% | +0.493% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,022 | $330,602.33 | $324,639.76 | - | -$5,962.57 | -1.8% | -0.16% |
| AMLP Alerian MLP ETF | 16,167 | $758,760.51 | $863,075.29 | - | $104,314.78 | 13.75% | +0.461% |
| AMZN Amazon.com Inc | 7,792 | $1.33M | $1.94M | - | $605,887.15 | 45.43% | +0.371% |
| AVDE Avantis International Equity Fund Institutional Class | 200,299 | $12.26M | $17.88M | - | $5.61M | 45.78% | +0.575% |
| AVDV Avantis International Small Cap Value ETF | 97,070 | $5.96M | $10.28M | - | $4.32M | 72.4% | +0.929% |
| AVEM Avantis Emerging Markets Equity ETF | 102,989 | $5.87M | $8.97M | - | $3.1M | 52.74% | -0.503% |
| AVES Avantis Emerging Markets Value ETF | 6,150 | $303,681 | $375,888 | - | $72,207 | 23.78% | -0.972% |
| AVGE Avantis All Equity Markets ETF | 18,268 | $1.29M | $1.8M | - | $508,921.14 | 39.42% | +0.127% |
| AVGO Broadcom Inc. | 2,618 | $492,120.34 | $861,793.24 | - | $369,672.9 | 75.12% | +2.332% |
| AVIG Avantis Core Fixed Income ETF | 46,422 | $1.93M | $1.86M | - | -$68,172.96 | -3.54% | +0.15% |
| AVIV Avantis International Large Cap Value ETF | 4,450 | $236,053.5 | $354,212.43 | - | $118,158.93 | 50.06% | +0.578% |
| AVLV Avantis U.S. Large Cap Value ETF | 46,186 | $2.7M | $4.31M | - | $1.61M | 59.42% | +0.506% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 16,300 | $1.05M | $1.28M | - | $229,254.5 | 21.85% | +0.468% |
| AVMV Avantis U.S. Mid Cap Value ETF | 136,540 | $8.22M | $10.83M | - | $2.61M | 31.68% | +0.424% |
| AVRE Avantis Real Estate ETF | 54,616 | $2.37M | $2.49M | - | $122,055.82 | 5.14% | +0.418% |
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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 Fund Institutional Class - $1.98M, Broadcom Inc - $1.7M, and NVIDIA Corporation - $1.45M. 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. American Depositary Shares - $2.93M, Hormel Foods Corporation - $2.32M, Cerence Inc - $1.28M, Amplify Blockchain Technology ETF - $621,665.21, and iShares Bitcoin Trust ETF - $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 $17.21M 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 Fund Institutional Class - $1.27M, Avantis International Small Cap Value ETF - $835,449.91, and AT&T Inc - $695,828.03. 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.
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