DWM

Dynasty Wealth Management Portfolio holdings

AUM $5.87B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$304K 0.01%
+4,097
227
$292K 0.01%
+6,522
228
$286K 0.01%
+15,176
229
$283K 0.01%
+3,568
230
$282K 0.01%
+2,195
231
$274K 0.01%
+110,509
232
$265K 0.01%
+7,134
233
$261K 0.01%
+1,373
234
$259K 0.01%
+171
235
$247K 0.01%
+4,132
236
$244K 0.01%
+9,507
237
$243K 0.01%
+7,019
238
$236K 0.01%
+3,428
239
$235K 0.01%
+11,405
240
$235K 0.01%
+7,007
241
$234K 0.01%
+1,577
242
$227K 0.01%
+1,254
243
$226K 0.01%
+2,670
244
$225K 0.01%
+1,390
245
$218K 0.01%
+4,174
246
$217K 0.01%
+822
247
$214K 0.01%
+396
248
$213K 0.01%
+540
249
$209K 0.01%
+527
250
$201K 0.01%
+7,307
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