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
51
– –
-50,735
52
– –
-12,480
53
– –
-7,164
54
– –
-14,717
55
– –
-27,049
56
– –
-1,220
57
– –
-2,706
58
– –
-2,327
59
– –
-2,117
60
– –
-1,626
61
– –
-3,420
62
– –
-4,718
63
– –
-3,208
64
– –
-1,763
65
– –
-6,683
66
– –
-6,824
67
– –
-15,390
68
– –
-17,200
69
– –
-5,400
70
– –
-833
71
– –
-2,902
72
– –
-9,971
73
– –
-56,160
74
– –
-2,815
75
– –
-2,310
1 2
3
4 5