DWM

Dynasty Wealth Management Portfolio holdings

AUM $6B
This Quarter Return
-1.15%
1 Year Return
+5.74%
3 Year Return
5 Year Return
10 Year Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
+$366M
Cap. Flow %
6.09%
Top 10 Hldgs %
50.55%
Holding
268
New
21
Increased
145
Reduced
82
Closed
20
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$293K﹤0.01%
+3,069
New
+$293K
$290K﹤0.01% 4,868
-2,036,101
-100%
-$121M
$280K﹤0.01% 2,017
+94
+5%
+$13.1K
$279K﹤0.01% 5,223
+891
+21%
+$47.5K
$276K﹤0.01%
+1,723
New
+$276K
$272K﹤0.01% 1,580
+103
+7%
+$17.7K
$270K﹤0.01%
+5,430
New
+$270K
$268K﹤0.01% 6,289
+392
+7%
+$16.7K
$266K﹤0.01% 2,266
+105
+5%
+$12.3K
$266K﹤0.01% 1,172
+161
+16%
+$36.5K
$265K﹤0.01% 6,748
+42
+0.6%
+$1.65K
$264K﹤0.01% 4,324
-126
-3%
-$7.68K
$259K﹤0.01%
+1,177
New
+$259K
$246K﹤0.01% 2,272
-297
-12%
-$32.2K
$245K﹤0.01%
+4,129
New
+$245K
$242K﹤0.01%
+7,281
New
+$242K
$240K﹤0.01% 43,872
+26,735
+156%
+$146K
$239K﹤0.01%
+2,091
New
+$239K
$236K﹤0.01% 1,525
+83
+6%
+$12.9K
$234K﹤0.01%
+558
New
+$234K
$209K﹤0.01%
+781
New
+$209K
$205K﹤0.01%
+564
New
+$205K
$50.4K﹤0.01%
+5,598,210
New
+$50.4K
-4,302
Closed
-$1.12M
-909
Closed
-$251K