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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
301
$217K ﹤0.01%
+439
302
$211K ﹤0.01%
4,463
-5,990
303
$152K ﹤0.01%
+22,651
304
– –
-76,893
305
– –
-5,485
306
– –
-4,303
307
– –
-1,667
308
– –
-2,677
309
– –
-51,609
310
– –
-16,196
311
– –
-9,628
312
– –
-6,257
313
– –
-5,797
314
– –
-2,324
315
– –
-4,654
316
– –
-4,895
317
– –
-636
318
– –
-10,473
319
– –
-25,584
320
– –
-64,735
321
– –
-4,452
322
– –
-425
323
– –
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324
– –
-3,272
325
– –
-2,847
11 12
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