DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
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
State Street Technology Select Sector SPDR ETF
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
– –
-29,541
52
– –
-16,200
53
– –
-11,245
54
– –
-2,354
55
– –
-5,943
56
– –
-15,400
57
– –
-16,100
58
– –
-2,267
59
– –
-1,653
60
– –
-12,572
61
– –
-20,208
62
– –
-22,784
63
– –
-4,129
64
– –
-2,748
65
– –
-1,301
66
– –
-13,632
67
– –
-21,091
68
– –
-13,000
69
– –
-3,508
70
– –
-1,341
71
– –
-4,150
72
– –
-1,684
73
– –
-1,422
74
– –
-9,120
75
– –
-3,125
1 2
3
4 5