DWM

Dynasty Wealth Management Portfolio holdings

AUM $5.87B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$3.24M
3
+$2.25M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.78M
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$514K 0.89%
+45,000
27
$499K 0.86%
+36,300
28
$492K 0.85%
+14,325
29
$477K 0.82%
+27,945
30
$470K 0.81%
+8,920
31
$467K 0.81%
+14,500
32
$463K 0.8%
+4,199
33
$458K 0.79%
+10,816
34
$454K 0.78%
+7,760
35
$454K 0.78%
+3,975
36
$448K 0.77%
+4,738
37
$443K 0.77%
+3,080
38
$442K 0.76%
+25,332
39
$416K 0.72%
+8,308
40
$414K 0.71%
+7,850
41
$412K 0.71%
+8,700
42
$411K 0.71%
+8,900
43
$395K 0.68%
+16,200
44
$383K 0.66%
+5,368
45
$381K 0.66%
+22,171
46
$371K 0.64%
+6,516
47
$369K 0.64%
+4,956
48
$368K 0.64%
+3,734
49
$347K 0.6%
+3,285
50
$347K 0.6%
+7,275
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