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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
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$331K ﹤0.01%
+2,826
252
$327K ﹤0.01%
+2,127
253
$324K ﹤0.01%
3,858
-580
254
$320K ﹤0.01%
4,741
-12,507
255
$318K ﹤0.01%
+1,662
256
$317K ﹤0.01%
+4,205
257
$317K ﹤0.01%
+11,992
258
$314K ﹤0.01%
537
-786
259
$310K ﹤0.01%
+50,937
260
$305K ﹤0.01%
3,359
-3,939
261
$305K ﹤0.01%
+668
262
$302K ﹤0.01%
+1,949
263
$293K ﹤0.01%
+2,256
264
$292K ﹤0.01%
5,954
-14,270
265
$289K ﹤0.01%
+1,858
266
$288K ﹤0.01%
+681
267
$281K ﹤0.01%
614
-802
268
$280K ﹤0.01%
+23,948
269
$278K ﹤0.01%
+806
270
$276K ﹤0.01%
+14,333
271
$274K ﹤0.01%
+19,391
272
$271K ﹤0.01%
4,440
-38,635
273
$269K ﹤0.01%
+4,079
274
$267K ﹤0.01%
5,335
-109,640
275
$265K ﹤0.01%
7,702
-14,489
9 10
11
12 13