DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$138M
3
+$80.4M
4
PWRD
TCW Transform Systems ETF
PWRD
+$78.4M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$75.2M

Top Sells

1
+$121M
2
+$78.5M
3
+$61.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.2M
5
MBB icon
iShares MBS ETF
MBB
+$42.2M

Sector Composition

1 Technology 1.08%
2 Financials 0.72%
3 Healthcare 0.6%
4 Consumer Discretionary 0.48%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K ﹤0.01%
+3,069
227
$290K ﹤0.01%
4,868
-2,036,101
228
$280K ﹤0.01%
2,017
+94
229
$279K ﹤0.01%
5,223
+891
230
$276K ﹤0.01%
+1,723
231
$272K ﹤0.01%
1,580
+103
232
$270K ﹤0.01%
+5,430
233
$268K ﹤0.01%
6,289
+392
234
$266K ﹤0.01%
2,266
+105
235
$266K ﹤0.01%
1,172
+161
236
$265K ﹤0.01%
6,748
+42
237
$264K ﹤0.01%
4,324
-126
238
$259K ﹤0.01%
+1,177
239
$246K ﹤0.01%
2,272
-297
240
$245K ﹤0.01%
+4,129
241
$242K ﹤0.01%
+7,281
242
$240K ﹤0.01%
43,872
+26,735
243
$239K ﹤0.01%
+2,091
244
$236K ﹤0.01%
1,525
+83
245
$234K ﹤0.01%
+558
246
$209K ﹤0.01%
+781
247
$205K ﹤0.01%
+564
248
$50.4K ﹤0.01%
+5,598,210
249
– –
-4,302
250
– –
-909
7 8 9
10
11