DWM
Dynasty Wealth Management Portfolio holdings
AUM
$5.87B
This Quarter Return
-16.5%
1 Year Return
+12.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$760K
AUM Growth
+$760K
(-99%)
Cap. Flow
-$76.4M
Cap. Flow
% of AUM
-10,055.26%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
126
New
–
Increased
–
Reduced
3
Closed
123
Top Buys
No buys this quarter
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$7.01M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.96M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$3.27M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$3.22M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.11M |
Sector Composition
| 1 | Materials | 45.92% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
