DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
+4.58%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57.9M
AUM Growth
–
Cap. Flow
+$57.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.52%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$7.22M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.24M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$2.25M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
$1.78M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.83% |
| 2 | Financials | 6.13% |
| 3 | Energy | 4.95% |
| 4 | Communication Services | 2.91% |
| 5 | Technology | 2.42% |
