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
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.13%
+33,304
52
$3.94M 0.13%
+34,706
53
$3.69M 0.12%
+6,069
54
$3.64M 0.12%
+8,663
55
$3.44M 0.11%
+11,409
56
$3.38M 0.11%
+12,111
57
$3.28M 0.1%
+34,884
58
$3.24M 0.1%
+4,245
59
$3.13M 0.1%
+65,780
60
$3.04M 0.1%
+10,549
61
$3.03M 0.1%
+5,218
62
$2.92M 0.09%
+8,163
63
$2.91M 0.09%
+17,215
64
$2.88M 0.09%
+52,882
65
$2.72M 0.09%
+4,188
66
$2.72M 0.09%
+16,467
67
$2.56M 0.08%
+12,423
68
$2.32M 0.07%
+6,891
69
$2.28M 0.07%
+12,972
70
$2.27M 0.07%
+12,967
71
$2.23M 0.07%
+9,033
72
$2.11M 0.07%
+4,189
73
$1.93M 0.06%
+20,470
74
$1.84M 0.06%
+14,652
75
$1.84M 0.06%
+7,061
1 2
3
4 5