DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$138M
3
+$80.4M
4
PWRD
TCW Transform Systems ETF
PWRD
+$78.4M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$75.2M

Top Sells

1
+$121M
2
+$78.5M
3
+$61.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.2M
5
MBB icon
iShares MBS ETF
MBB
+$42.2M

Sector Composition

1 Technology 1.08%
2 Financials 0.72%
3 Healthcare 0.6%
4 Consumer Discretionary 0.48%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.05%
7,471
-140
77
$2.59M 0.04%
4,215
-144
78
$2.47M 0.04%
45,148
+1,404
79
$2.45M 0.04%
11,554
+224
80
$2.39M 0.04%
12,034
+3,707
81
$2.21M 0.04%
4,444
+3,337
82
$2.16M 0.04%
3,813
+35
83
$2.12M 0.04%
3,153
+195
84
$2.11M 0.04%
6,060
+212
85
$2.11M 0.04%
19,963
-23,730
86
$2.07M 0.03%
27,637
+1,014
87
$2.07M 0.03%
6,331
+166
88
$2.04M 0.03%
536
+7
89
$2.03M 0.03%
6,655
-586
90
$2.03M 0.03%
24,228
+7,756
91
$1.99M 0.03%
12,448
+3,578
92
$1.98M 0.03%
27,155
+10,395
93
$1.96M 0.03%
43,617
+7,101
94
$1.95M 0.03%
11,446
+33
95
$1.95M 0.03%
5,326
+136
96
$1.89M 0.03%
52,422
+2,577
97
$1.89M 0.03%
4,923
+806
98
$1.88M 0.03%
15,697
+276
99
$1.87M 0.03%
6,942
+113
100
$1.8M 0.03%
20,444
+322
2 3
4
5 6