DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$113M | |
| 2 | +$96.3M | |
| 3 | +$88.2M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$85.8M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$80.7M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$38.1M | |
| 3 | +$30.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$28.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.6M |
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 | |
|---|---|---|---|---|---|---|
351
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ICLR
$13.9B
| – | – |
-4,452
|
|
||
352
Idexx Laboratories
IDXX
$57.1B
| – | – |
-425
|
|
||
353
International Paper
IP
$22.9B
| – | – |
-5,693
|
|
||
354
iShares Russell 2000 ETF
IWM
$77.3B
| – | – |
-2,579
|
|
||
355
Raymond James Financial
RJF
$33.9B
| – | – |
-1,771
|
|