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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.18%
55,663
+37,575
52
$13.3M 0.18%
428,332
+174,975
53
$12.9M 0.17%
58,864
+22,901
54
$9.94M 0.13%
196,751
+42,092
55
$9.78M 0.13%
13,320
+11,550
56
$9.37M 0.13%
+28,393
57
$9.24M 0.12%
+170,521
58
$9.04M 0.12%
+28,657
59
$8.52M 0.11%
103,123
+48,419
60
$7.48M 0.1%
+206,374
61
$7.27M 0.1%
+16,358
62
$6.62M 0.09%
112,419
-132,065
63
$6.55M 0.09%
66,798
+4,904
64
$6.5M 0.09%
+26,677
65
$6.32M 0.08%
22,488
+789
66
$6.24M 0.08%
173,881
+65,465
67
$6.11M 0.08%
273,429
+10,366
68
$5.62M 0.08%
226,215
+146,955
69
$5.33M 0.07%
9,363
-2,757
70
$5.29M 0.07%
16,112
-92,157
71
$5.18M 0.07%
52,912
+32,025
72
$5.1M 0.07%
220,546
+114,355
73
$4.87M 0.07%
+21,040
74
$4.56M 0.06%
+90,289
75
$4.5M 0.06%
27,772
+9,622
1 2
3
4 5