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
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$108M | |
| 2 | +$94.1M | |
| 3 | +$84.5M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$81.7M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$76.6M |
Top Sells
| 1 | +$57.6M | |
| 2 | +$37.4M | |
| 3 | +$29.1M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$27.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Thermo Fisher Scientific
TMO
$191B
| – | – |
-5,421
|
|
||
352
US Bancorp
USB
$84B
| – | – |
-8,500
|
|
||
353
WillScot Mobile Mini Holdings
WSC
$3.81B
| – | – |
-21,187
|
|
||
354
Rubrik
RBRK
$10.8B
| – | – |
-2,847
|
|
||
|
SW
355
Smurfit Westrock
SW
$23.6B
| – | – |
-17,566
|
|