DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$5.87B
AUM Growth
-$133M
(-2.2%)
Holding
258
Top Buys
| 1 | +$41.3M | |
| 2 | +$33M | |
| 3 | +$32.9M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$13.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10M |
Top Sells
| 1 | +$946M | |
| 2 | +$127M | |
| 3 | +$80.1M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$63M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$58.4M |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Financials | 0.56% |
| 3 | Healthcare | 0.41% |
| 4 | Industrials | 0.37% |
| 5 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Everest Group
EG
$13.9B
| – | – |
-564
|
|
||
252
Alphabet (Google) Class C
GOOG
$3.72T
| – | – |
-22,395
|
|
||
253
Hartford Financial Services
HIG
$38.8B
| – | – |
-5,842
|
|
||
254
JPMorgan Chase
JPM
$864B
| – | – |
-21,392
|
|
||
255
Medtronic
MDT
$126B
| – | – |
-3,487
|
|
||
256
Matthews Emerging Markets Equity Active ETF
MEM
$42.2M
| – | – |
-5,598,210
|
|
||
257
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
| – | – |
-56,095
|
|
||
258
Netflix
NFLX
$400B
| – | – |
-18,820
|
|