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
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.38%
+2,612
77
$290K 0.37%
+2,706
78
$284K 0.37%
+1,965
79
$280K 0.36%
15,300
+42
80
$272K 0.35%
+1,626
81
$271K 0.35%
5,400
-700
82
$270K 0.35%
+8,613
83
$267K 0.34%
+2,327
84
$267K 0.34%
4,150
85
$265K 0.34%
5,360
86
$264K 0.34%
+1,653
87
$261K 0.34%
+553
88
$259K 0.33%
+1,732
89
$256K 0.33%
2,184
+90
90
$247K 0.32%
3,237
+610
91
$246K 0.32%
+2,902
92
$246K 0.32%
+3,955
93
$244K 0.31%
13,273
94
$243K 0.31%
1,779
+935
95
$242K 0.31%
1,301
96
$241K 0.31%
+2,748
97
$239K 0.31%
1,473
+74
98
$232K 0.3%
+1,422
99
$230K 0.3%
+1,508
100
$226K 0.29%
+2,609
2 3
4
5 6