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
$239M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$2.4M
3
+$915K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$879K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$750K

Top Sells

1
+$1.42M
2
+$892K
3
+$763K
4
DHG
Deutsche High Incm Opportunities
DHG
+$697K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$677K

Sector Composition

1 Healthcare 83.61%
2 Financials 1.18%
3 Energy 0.9%
4 Consumer Discretionary 0.62%
5 Technology 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
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