DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.8B
AUM Growth
+$2.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$311M
3
+$258M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$245M
5
ABFL
Abacus FCF Leaders ETF
ABFL
+$195M

Top Sells

1
+$235M
2
+$154M
3
+$94.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$83.1M
5
SSO icon
ProShares Ultra S&P500
SSO
+$51.4M

Sector Composition

1 Technology 1.21%
2 Financials 0.72%
3 Healthcare 0.56%
4 Industrials 0.41%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
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