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
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.06%
+7,065
77
$1.7M 0.05%
+29,316
78
$1.65M 0.05%
+18,028
79
$1.62M 0.05%
+13,714
80
$1.6M 0.05%
+507
81
$1.57M 0.05%
+17,104
82
$1.56M 0.05%
+2,226
83
$1.54M 0.05%
+7,661
84
$1.54M 0.05%
+5,766
85
$1.54M 0.05%
+25,536
86
$1.53M 0.05%
+31,436
87
$1.5M 0.05%
+8,608
88
$1.5M 0.05%
+6,573
89
$1.47M 0.05%
+12,881
90
$1.45M 0.05%
+56,818
91
$1.44M 0.05%
+11,240
92
$1.44M 0.05%
+3,742
93
$1.43M 0.05%
+3,005
94
$1.41M 0.05%
+4,997
95
$1.41M 0.04%
+29,653
96
$1.38M 0.04%
+69,229
97
$1.36M 0.04%
+1,880
98
$1.34M 0.04%
+15,542
99
$1.33M 0.04%
+8,194
100
$1.31M 0.04%
+22,652
2 3
4
5 6