DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$5.87B
AUM Growth
-$133M
(-2.2%)
Holding
258
Top Buys
| 1 | +$41.3M | |
| 2 | +$33M | |
| 3 | +$32.9M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$13.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10M |
Top Sells
| 1 | +$946M | |
| 2 | +$127M | |
| 3 | +$80.1M | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$63M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$58.4M |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Financials | 0.56% |
| 3 | Healthcare | 0.41% |
| 4 | Industrials | 0.37% |
| 5 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Shopify
SHOP
$205B
| – | – |
-30,797
|
|
||
252
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$956M
| – | – |
-433,325
|
|
||
253
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-19,963
|
|
||
254
Tesla
TSLA
$1.46T
| – | – |
-12,012
|
|
||
255
UnitedHealth
UNH
$323B
| – | – |
-10,771
|
|
||
256
Visa
V
$664B
| – | – |
-12,483
|
|
||
257
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-9,919
|
|
||
258
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-5,430
|
|