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
$57.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$3.24M
3
+$2.25M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.78M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.83%
2 Financials 6.13%
3 Energy 4.95%
4 Communication Services 2.91%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.44%
+5,014
77
$255K 0.44%
+4,880
78
$233K 0.4%
+14,818
79
$230K 0.4%
+10,500
80
$226K 0.39%
+2,657
81
$220K 0.38%
+16,100
82
$216K 0.37%
+5,225
83
$213K 0.37%
+3,490
84
$210K 0.36%
+1,104
85
$210K 0.36%
+1,199
86
$210K 0.36%
+5,526
87
$209K 0.36%
+1,520
88
$204K 0.35%
+2,794
89
$201K 0.35%
+3,742
90
$188K 0.32%
+10,700
91
$142K 0.25%
+32,344
92
$132K 0.23%
+16,079
93
$130K 0.22%
+20,000
94
$100K 0.17%
+10,000
95
$89K 0.15%
+730
96
$68K 0.12%
+4,658
97
$67K 0.12%
+13,237
98
$61K 0.11%
+10,300
1 2 3
4