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
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$621K 0.8%
20,268
+7,510
27
$595K 0.77%
12,572
+4,930
28
$588K 0.76%
11,016
+6,940
29
$580K 0.75%
4,471
+2,152
30
$564K 0.73%
29,541
+29
31
$559K 0.72%
2,113
32
$555K 0.71%
1,493
+895
33
$535K 0.69%
+21,091
34
$529K 0.68%
7,371
+3,968
35
$521K 0.67%
+10,700
36
$520K 0.67%
9,120
+1,220
37
$512K 0.66%
+17,381
38
$487K 0.63%
4,753
+554
39
$483K 0.62%
27,049
+1,135
40
$471K 0.61%
+2,117
41
$470K 0.61%
+2,267
42
$469K 0.6%
+3,125
43
$462K 0.59%
+6,824
44
$448K 0.58%
+1,684
45
$448K 0.58%
5,918
-1
46
$428K 0.55%
+8,146
47
$403K 0.52%
+6,683
48
$395K 0.51%
+56,160
49
$388K 0.5%
3,508
-425
50
$379K 0.49%
+4,559
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