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
$3.31B
AUM Growth
-$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$218M
3
+$207M
4
VUG icon
Vanguard Growth ETF
VUG
+$156M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$118M

Top Sells

1
+$279M
2
+$181M
3
+$151M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$101M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$72.4M

Sector Composition

1 Technology 2.17%
2 Financials 1.14%
3 Healthcare 1.06%
4 Consumer Discretionary 0.98%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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