DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
-6.3%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+312%)
Cap. Flow
+$178M
Cap. Flow
% of AUM
74.63%
Top 10 Holdings %
Top 10 Hldgs %
90.4%
Holding
104
New
4
Increased
20
Reduced
42
Closed
31
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$192M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.4M |
| 3 |
Amazon
AMZN
|
$915K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$879K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$750K |
Top Sells
Sector Composition
| 1 | Healthcare | 83.61% |
| 2 | Financials | 1.18% |
| 3 | Energy | 0.9% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Technology | 0.45% |
