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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.5M 1.02%
855,851
-197,156
27
$73.2M 0.98%
1,293,783
+314,852
28
$70.9M 0.95%
593,126
+324,503
29
$69.1M 0.92%
103,740
-4,431
30
$65M 0.87%
570,629
+112,519
31
$53.1M 0.71%
+515,260
32
$48.9M 0.65%
440,105
+32,309
33
$48.8M 0.65%
473,409
+203,021
34
$40.2M 0.54%
377,905
+97,312
35
$40M 0.53%
+791,572
36
$38.6M 0.52%
692,656
+131,160
37
$38.5M 0.51%
737,363
-188,485
38
$38.1M 0.51%
315,669
+130,166
39
$34.6M 0.46%
+273,176
40
$33.6M 0.45%
457,781
-63,810
41
$31.2M 0.42%
164,508
-42,309
42
$27.6M 0.37%
+147,918
43
$22.5M 0.3%
43,354
+42,470
44
$20.5M 0.27%
80,566
+64,374
45
$18.7M 0.25%
+286,781
46
$16.6M 0.22%
+141,980
47
$16M 0.21%
167,758
+15,929
48
$15.7M 0.21%
167,961
-304,538
49
$15.1M 0.2%
251,490
+75,612
50
$14.9M 0.2%
44,783
-181,181
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