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DWM
Dynasty Wealth Management Portfolio holdings
AUM
$11.5B
1-Year Est. Return
15.23%
This Fund
S&P 500
This Quarter
Est. Return
+4.58%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$57.9M
AUM Growth
–
Cap. Flow
+$56.9M
Cap. Flow
% of AUM
98.33%
Top 10 Holdings %
Top 10 Hldgs %
40.52%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$7.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.19M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$2.23M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
+$1.72M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.83% |
| 2 | Financials | 6.13% |
| 3 | Energy | 4.95% |
| 4 | Communication Services | 2.91% |
| 5 | Technology | 2.42% |
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Dynasty Wealth Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Dynasty Wealth Management, which disclosed 100 positions worth $57.9M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Johnson & Johnson: 51,690 shares worth $7.22M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, followed by Financials and Energy.
- Dynasty Wealth Management's largest Q4 2017 buy was Johnson & Johnson: 51,690 shares worth $7.22M.
- Dynasty Wealth Management's ten largest holdings make up 41% of its $57.9M portfolio in Q4 2017.
- Dynasty Wealth Management disclosed 100 positions in Q4 2017, its first 13F filing on record.
Based on Dynasty Wealth Management's 13F filing for Q4 2017, filed 15 Feb 2018.