DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
+6.07%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.14B
AUM Growth
–
Cap. Flow
+$3.14B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.47%
Holding
251
New
251
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$274M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$263M |
| 3 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$226M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$213M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
EQT Corp
EQT
$32.8B
| $201K | 0.01% |
+5,425
| New | +$201K |
|