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
$57.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$3.24M
3
+$2.25M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.78M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.83%
2 Financials 6.13%
3 Energy 4.95%
4 Communication Services 2.91%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.6%
+6,071
52
$345K 0.6%
+16,000
53
$344K 0.59%
+4,851
54
$343K 0.59%
+11,450
55
$332K 0.57%
+6,305
56
$321K 0.55%
+7,099
57
$315K 0.54%
+1,990
58
$313K 0.54%
+833
59
$299K 0.52%
+4,600
60
$293K 0.51%
+5,500
61
$292K 0.5%
+5,522
62
$291K 0.5%
+8,613
63
$284K 0.49%
+1,823
64
$284K 0.49%
+3,345
65
$279K 0.48%
+2,811
66
$279K 0.48%
+4,320
67
$279K 0.48%
+3,331
68
$277K 0.48%
+1,408
69
$277K 0.48%
+5,007
70
$277K 0.48%
+2,803
71
$276K 0.48%
+5,344
72
$268K 0.46%
+15,009
73
$261K 0.45%
+4,310
74
$259K 0.45%
+2,904
75
$259K 0.45%
+9,445
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3
4