DWM

Dynasty Wealth Management Portfolio holdings

AUM $6B
AUM
$6B
AUM Growth
+$205M
Cap. Flow
+$447M
Cap. Flow %
7.44%
Top 10 Hldgs %
50.55%
Holding
268
New
21
Increased
145
Reduced
82
Closed
20

Top Buys

1
$197M
2
$138M
3
$80.4M
4
$78.4M
5
$75.2M

Top Sells

1
$121M
2
$78.5M
3
$61.4M
4
$45.2M
5
$42.2M

Sector Composition

1Technology1.09%
2Financials0.72%
3Healthcare0.6%
4Consumer Discretionary0.48%
5Industrials0.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.78M0.05%7,471
-140
-2%
-$52.1K
$2.59M0.04%4,215
-144
-3%
-$88.4K
$2.47M0.04%45,148
+1,404
+3%
+$76.8K
$2.45M0.04%11,554
+224
+2%
+$47.4K
$2.39M0.04%12,034
+3,707
+45%
+$737K
$2.21M0.04%4,444
+3,337
+301%
+$1.66M
$2.16M0.04%3,813
+35
+0.9%
+$19.8K
$2.12M0.04%3,153
+195
+7%
+$131K
$2.11M0.04%6,060
+212
+4%
+$73.9K
$2.11M0.04%19,963
-23,730
-54%
-$2.51M
$2.07M0.03%27,637
+1,014
+4%
+$76.1K
$2.07M0.03%6,331
+166
+3%
+$54.3K
$2.04M0.03%536
+7
+1%
+$26.7K
$2.03M0.03%6,655
-586
-8%
-$179K
$2.03M0.03%24,228
+7,756
+47%
+$648K
$1.99M0.03%12,448
+3,578
+40%
+$572K
$1.98M0.03%27,155
+10,395
+62%
+$757K
$1.96M0.03%43,617
+7,101
+19%
+$320K
$1.95M0.03%11,446
+33
+0.3%
+$5.63K
$1.95M0.03%5,326
+136
+3%
+$49.8K
$1.89M0.03%52,422
+2,577
+5%
+$93.1K
$1.89M0.03%4,923
+806
+20%
+$309K
$1.88M0.03%15,697
+276
+2%
+$33K
$1.87M0.03%6,942
+113
+2%
+$30.4K
$1.8M0.03%20,444
+322
+2%
+$28.3K
1 2345611