DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
+6.34%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.31B
AUM Growth
+$3.31B
(-2.4%)
Cap. Flow
-$209M
Cap. Flow
% of AUM
-6.32%
Top 10 Holdings %
Top 10 Hldgs %
66.83%
Holding
268
New
30
Increased
111
Reduced
83
Closed
44
Top Buys
| 1 |
Fidelity Value Factor ETF
FVAL
|
$293M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$154M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$88.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$84.2M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$58.8M |
Top Sells
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Financials | 1.14% |
| 3 | Healthcare | 1.06% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Industrials | 0.66% |
