DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$113M | |
| 2 | +$96.3M | |
| 3 | +$88.2M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$85.8M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$80.7M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$38.1M | |
| 3 | +$30.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$28.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.6M |
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 | |
|---|---|---|---|---|---|---|
76
AB Tax-Aware Intermediate Municipal ETF
TAFM
$414M
| $4.39M | 0.06% |
+172,845
|
|
||
77
Visa
V
$636B
| $4.26M | 0.06% |
+12,476
|
|
||
78
Cencora
COR
$65B
| $4.1M | 0.05% |
13,123
+5,293
|
|
||
79
CRH
CRH
$81.2B
| $4.09M | 0.05% |
34,077
+14,877
|
|
||
80
Newmont
NEM
$97.8B
| $3.93M | 0.05% |
+46,618
|
|
||
81
Abbott
ABT
$218B
| $3.92M | 0.05% |
29,275
-3,954
|
|
||
82
AutoZone
AZO
$63.6B
| $3.7M | 0.05% |
862
+322
|
|
||
83
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
| $3.6M | 0.05% |
78,255
+35,741
|
|
||
84
McKesson
MCK
$99.4B
| $3.31M | 0.04% |
4,285
+1,445
|
|
||
85
Marathon Petroleum
MPC
$56.9B
| $3.29M | 0.04% |
17,093
+9,812
|
|
||
86
American Express
AXP
$254B
| $3.27M | 0.04% |
9,857
+4,104
|
|
||
87
AstraZeneca
AZN
$282B
| $3.27M | 0.04% |
+42,573
|
|
||
88
US Foods
USFD
$16.9B
| $3.26M | 0.04% |
42,526
+20,148
|
|
||
89
Netflix
NFLX
$441B
| $3.21M | 0.04% |
+26,770
|
|
||
90
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $3.2M | 0.04% |
59,006
-143,524
|
|
||
91
LPL Financial
LPLA
$28.9B
| $2.91M | 0.04% |
8,748
+3,313
|
|
||
92
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
| $2.84M | 0.04% |
29,401
+23,849
|
|
||
93
General Dynamics
GD
$91.3B
| $2.65M | 0.04% |
7,778
+3,273
|
|
||
94
Palantir
PLTR
$420B
| $2.65M | 0.04% |
+14,523
|
|
||
95
Micron Technology
MU
$264B
| $2.64M | 0.04% |
15,784
+4,916
|
|
||
96
Wells Fargo
WFC
$280B
| $2.63M | 0.04% |
31,347
+9,439
|
|
||
97
United Rentals
URI
$51.8B
| $2.61M | 0.03% |
2,739
+1,457
|
|
||
98
ASML
ASML
$443B
| $2.6M | 0.03% |
+2,685
|
|
||
99
Morgan Stanley
MS
$276B
| $2.58M | 0.03% |
16,207
+4,280
|
|
||
100
Flex
FLEX
$21.7B
| $2.53M | 0.03% |
43,602
+19,388
|
|