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
$760K
AUM Growth
-$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$7.01M
2
+$3.96M
3
+$3.27M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.22M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.11M

Sector Composition

1 Materials 45.92%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,113
27
– –
-3,079
28
– –
-3,444
29
– –
-3,237
30
– –
-22,516
31
– –
-2,609
32
– –
-26,000
33
– –
-15,400
34
– –
-6,752
35
– –
-29,541
36
– –
-16,200
37
– –
-11,245
38
– –
-13,273
39
– –
-2,354
40
– –
-5,943
41
– –
-15,400
42
– –
-16,100
43
– –
-2,267
44
– –
-1,653
45
– –
-1,965
46
– –
-22,524
47
– –
-12,572
48
– –
-20,208
49
– –
-18,427
50
– –
-4,717
1
2
3 4 5