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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.06%
+172,845
77
$4.26M 0.06%
+12,476
78
$4.1M 0.05%
13,123
+5,293
79
$4.09M 0.05%
34,077
+14,877
80
$3.93M 0.05%
+46,618
81
$3.92M 0.05%
29,275
-3,954
82
$3.7M 0.05%
862
+322
83
$3.6M 0.05%
78,255
+35,741
84
$3.31M 0.04%
4,285
+1,445
85
$3.29M 0.04%
17,093
+9,812
86
$3.27M 0.04%
9,857
+4,104
87
$3.27M 0.04%
+42,573
88
$3.26M 0.04%
42,526
+20,148
89
$3.21M 0.04%
+26,770
90
$3.2M 0.04%
59,006
-143,524
91
$2.91M 0.04%
8,748
+3,313
92
$2.84M 0.04%
29,401
+23,849
93
$2.65M 0.04%
7,778
+3,273
94
$2.65M 0.04%
+14,523
95
$2.64M 0.04%
15,784
+4,916
96
$2.63M 0.04%
31,347
+9,439
97
$2.61M 0.03%
2,739
+1,457
98
$2.6M 0.03%
+2,685
99
$2.58M 0.03%
16,207
+4,280
100
$2.53M 0.03%
43,602
+19,388
2 3
4
5 6