DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$6B
AUM Growth
+$205M
(+3.5%)
Holding
268
Top Buys
| 1 | +$197M | |
| 2 | +$138M | |
| 3 | +$80.4M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$78.4M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$75.2M |
Top Sells
| 1 | +$121M | |
| 2 | +$78.5M | |
| 3 | +$61.4M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$45.2M |
| 5 |
iShares MBS ETF
MBB
|
+$42.2M |
Sector Composition
| 1 | Technology | 1.08% |
| 2 | Financials | 0.72% |
| 3 | Healthcare | 0.6% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Industrials | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares Core Dividend Growth ETF
DGRO
$35.3B
| – | – |
-7,074
|
|
||
252
Bio-Techne
TECH
$9.63B
| – | – |
-3,134
|
|
||
253
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-182,253
|
|
||
254
Vanguard Total Stock Market ETF
VTI
$543B
| – | – |
-111,910
|
|
||
|
AZPN
255
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-1,416
|
|
||
256
Eversource Energy
ES
$26.9B
| – | – |
-4,414
|
|
||
257
Humana
HUM
$33.1B
| – | – |
-911
|
|
||
258
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| – | – |
-8,157
|
|
||
259
iShares Russell 1000 ETF
IWB
$44.7B
| – | – |
-13,523
|
|
||
260
iShares Russell 1000 Value ETF
IWD
$64.4B
| – | – |
-118,422
|
|
||
261
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-11,121
|
|
||
262
iShares US Energy ETF
IYE
$1.12B
| – | – |
-54,471
|
|
||
263
KKR & Co
KKR
$105B
| – | – |
-1,599
|
|
||
264
MGM Resorts International
MGM
$8.6B
| – | – |
-15,546
|
|
||
265
Merck
MRK
$212B
| – | – |
-4,826
|
|
||
266
Novo Nordisk
NVO
$242B
| – | – |
-10,546
|
|
||
267
Pinterest
PINS
$22B
| – | – |
-7,852
|
|
||
268
Phillips 66
PSX
$52.2B
| – | – |
-4,636
|
|