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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
276
$263K ﹤0.01%
1,434
-5,208
277
$259K ﹤0.01%
+22,330
278
$258K ﹤0.01%
+35,527
279
$258K ﹤0.01%
+5,006
280
$257K ﹤0.01%
+1,138
281
$247K ﹤0.01%
+2,945
282
$244K ﹤0.01%
1,505
-251
283
$243K ﹤0.01%
+3,388
284
$242K ﹤0.01%
+47,729
285
$242K ﹤0.01%
+808
286
$240K ﹤0.01%
+579
287
$240K ﹤0.01%
5,927
-4,832
288
$237K ﹤0.01%
+14,130
289
$236K ﹤0.01%
7,954
-6,745
290
$235K ﹤0.01%
+727
291
$234K ﹤0.01%
+381
292
$232K ﹤0.01%
+3,478
293
$232K ﹤0.01%
+4,836
294
$229K ﹤0.01%
+1,610
295
$228K ﹤0.01%
+693
296
$227K ﹤0.01%
+2,019
297
$226K ﹤0.01%
+8,279
298
$222K ﹤0.01%
+3,150
299
$221K ﹤0.01%
+6,078
300
$219K ﹤0.01%
3,104
-6,958
10 11
12
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