DWM
Dynasty Wealth Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
15.11%
This Fund
S&P 500
1 Year Est. Return
+15.11%
AUM
$10.2B
AUM Growth
+$2.69B
(+36%)
Holding
355
Top Buys
| 1 | +$414M | |
| 2 | +$295M | |
| 3 | +$202M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$196M |
| 5 |
iShares US Financials ETF
IYF
|
+$186M |
Top Sells
| 1 | +$81.4M | |
| 2 | +$66M | |
| 3 | +$62.5M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$58.9M |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$51M |
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Financials | 0.68% |
| 3 | Healthcare | 0.43% |
| 4 | Communication Services | 0.42% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Takeda Pharmaceutical
TAK
$57.6B
| – | – |
-48,220
|
|
||
|
TEF
352
DELISTED
Telefonica
TEF
| – | – |
-47,729
|
|
||
353
Texas Instruments
TXN
$184B
| – | – |
-1,434
|
|
||
354
Zscaler
ZS
$25B
| – | – |
-808
|
|
||
|
NBIS
355
Nebius Group N.V.
NBIS
$24.8B
| – | – |
-2,019
|
|