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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$463K 0.01%
+46,442
227
$458K 0.01%
+1,358
228
$456K 0.01%
2,328
+765
229
$454K 0.01%
+18,620
230
$449K 0.01%
4,168
-871
231
$448K 0.01%
+14,543
232
$445K 0.01%
+1,576
233
$441K 0.01%
1,754
-1,121
234
$438K 0.01%
+7,887
235
$436K 0.01%
+27,223
236
$435K 0.01%
6,686
-586,335
237
$424K 0.01%
+28,185
238
$414K 0.01%
+10,721
239
$410K 0.01%
+1,364
240
$403K 0.01%
+12,517
241
$401K 0.01%
1,527
-629
242
$383K 0.01%
+3,714
243
$382K 0.01%
+1,406
244
$380K 0.01%
+2,846
245
$364K ﹤0.01%
1,431
-32,260
246
$361K ﹤0.01%
+517
247
$351K ﹤0.01%
6,454
-1,551
248
$345K ﹤0.01%
4,094
-13,092
249
$334K ﹤0.01%
+2,699
250
$334K ﹤0.01%
+404
8 9
10
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