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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:
76.68%
Gain -0.2%
Monthly
1.24%
Yearly
16.01%
Drawdown
26.06%
$265.69M
Equity
Holdings
$265.69M
Investment
$191.1M
$99.31M
Profit -$412,121.38
Realized
$24.33M
Unrealized
$74.99M
Dividends
$16M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$412,121.38
Win %
74%
This Week
Compared To Last Week
Gain
0.04%
Profit
$108,157.65
Win %
74%
This Month
Compared to last month
Gain
-0.05%
Profit
-$119,057.47
Win %
74%
This Year
Compared to last year
Gain
-0.05%
Profit
-$119,057.44
Win %
75%
MCRP
+31.66%
+$6.6 
EMR Emerson Electric Co.
+3.77%
+$15,425.29 
ABUS Arbutus Biopharma Corporation
+3.23%
+$1,764.7 
SPCX Space Exploration Technologies Corp. Class A
+2.58%
+$15,367.86 
SMCI Super Micro Computer Inc
+2.09%
+$5,765.76 
AVUS Avantis U.S. Equity ETF
+0.02%
+$10,130.23 
AVIG Avantis Core Fixed Income ETF
+0.01%
+$232.11 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.01%
+$81.5 
AAAU Goldman Sachs Physical Gold ETF
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVES Avantis Emerging Markets Value ETF
0%
+$0.01 
AVGE FRCL 3 2022Q3 Hb Float
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVMV Avantis U.S. Mid Cap Value ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BA Boeing Company
0%
$0 
BBBY Bed Bath & Beyond Inc.
0%
$0 
BDN Brandywine Realty Trust
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSM Black Stone Minerals, L.P.
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EZA iShares MSCI South Africa ETF
0%
$0 
GII SPDR S&P Global Infrastructure ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
HECA Hedgeye Capital Allocation ETF
0%
$0 
HEFT Hedgeye Fourth Turning ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
INVZ Innoviz Technologies Ltd.
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NXE NexGen Energy Ltd.
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PPLT abrdn Physical Platinum Shares ETF
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSEC Prospect Capital Corporation
0%
$0 
RF Regions Financial Corporation
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.02 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.01 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SO The Southern Company
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$0.32 
STWD Starwood Property Trust Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TQQQ ProShares UltraPro QQQ
0%
$0 
TSLA Tesla, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPST Upstart Holdings, Inc.
0%
$0 
USAC Usa Compression Partners L.P.
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
-$0.04 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$95,111.18 
AMZN Amazon.com Inc
-4.57%
-$87,192.56 
META Meta Platforms Inc Class A
-3.36%
-$27,580.6 
HD The Home Depot, Inc.
-2.03%
-$5,108.93 
GLD SPDR Gold Shares
-2%
-$15,625.6 
NVDA NVIDIA Corporation
-1.56%
-$88,868.95 
PG Procter & Gamble Co
-1.52%
-$5,427.57 
VGM Invesco Trust for Investment Grade Municipals
-1.46%
-$1,642.2 
AAPL Apple Inc.
-1.3%
-$99,603.81 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$4,153.49 
VOO Vanguard S&P 500 ETF
-1.23%
-$4,159.49 
AVGO Broadcom Inc.
-1.09%
-$11,362.12 
BAC Bank of America Corporation
-0.55%
-$3,182.74 
ABR Arbor Realty Trust Inc.
-0.4%
-$572 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$390.66 
DELL Dell Technologies Inc.
-0.02%
-$95.89 
CLOX Eldridge AAA CLO ETF
-0.02%
-$426.99 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.02%
-$45.88 Events
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Dividends
Dividend Analysis
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| Trades 2243 | Longs Won 1408/2243 62% | Profit Factor 7.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,233.63 |
| Average Win $81,047.37 | Best Trade (Jul 24) $9.39M | Sharpe Ratio -102.7 |
| Average Loss -$17,724.26 | Worst Trade (Dec 30) -$2.8M | Z-Score -11.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $44,277.72 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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. Equity ETF - $2.12M, Avantis U.S. Small Cap Value ETF - $1.98M, Avantis International Equity ETF - $1.95M, Broadcom Inc - $1.72M, and NVIDIA Corporation - $1.53M. 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: Hormel Foods Corporation - $2.32M, Nio Inc - $1.61M, Amplify Transformational Data Sharing ETF - $625,719.74, iShares Bitcoin Trust - $470,616.19, and Cerence Inc - $319,936.06. 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 $16M earned over time. The largest contributors to dividend income include Avantis U.S. Equity ETF - $1.81M, Avantis U.S. Small Cap Value ETF - $1.33M, Avantis International Equity ETF - $1.2M, Avantis International Small Cap Value ETF - $783,391.27, and AT&T Inc - $637,541.93. 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.
