DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$113M | |
| 2 | +$96.3M | |
| 3 | +$88.2M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$85.8M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$80.7M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$38.1M | |
| 3 | +$30.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$28.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.6M |
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 | |
|---|---|---|---|---|---|---|
101
Capital One
COF
$151B
| $2.5M | 0.03% |
+11,750
|
|
||
102
iShares Convertible Bond ETF
ICVT
$3.71B
| $2.47M | 0.03% |
24,734
+3,149
|
|
||
103
Home Depot
HD
$358B
| $2.47M | 0.03% |
6,088
+914
|
|
||
104
Allstate
ALL
$54.2B
| $2.36M | 0.03% |
+11,017
|
|
||
105
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $2.36M | 0.03% |
+22,058
|
|
||
106
Huntington Bancshares
HBAN
$28.1B
| $2.35M | 0.03% |
136,245
+47,512
|
|
||
107
Shopify
SHOP
$214B
| $2.3M | 0.03% |
+15,481
|
|
||
108
Booking.com
BKNG
$171B
| $2.22M | 0.03% |
412
+287
|
|
||
109
FirstEnergy
FE
$25.6B
| $2.2M | 0.03% |
47,907
+17,011
|
|
||
110
Dell
DELL
$86.1B
| $2.19M | 0.03% |
15,418
+8,059
|
|
||
111
PPL Corp
PPL
$25.1B
| $2.18M | 0.03% |
58,673
+4,189
|
|
||
112
Sysco
SYY
$35.6B
| $2.16M | 0.03% |
26,187
-648
|
|
||
113
Goldman Sachs
GS
$266B
| $2.14M | 0.03% |
2,685
+1,219
|
|
||
114
Applied Materials
AMAT
$206B
| $2.14M | 0.03% |
10,442
+5,043
|
|
||
115
Honeywell
HON
$123B
| $2.09M | 0.03% |
9,907
-422
|
|
||
116
Norfolk Southern
NSC
$66.6B
| $2.06M | 0.03% |
6,857
+691
|
|
||
117
L3Harris
LHX
$53.7B
| $2.06M | 0.03% |
+6,735
|
|
||
118
Shell
SHEL
$206B
| $2.04M | 0.03% |
+28,506
|
|
||
119
ConocoPhillips
COP
$118B
| $2M | 0.03% |
21,172
+2,926
|
|
||
120
CenterPoint Energy
CNP
$24.7B
| $1.9M | 0.03% |
49,006
+13,321
|
|
||
121
Intuit
INTU
$187B
| $1.86M | 0.02% |
2,723
-503
|
|
||
122
Stryker
SYK
$135B
| $1.86M | 0.02% |
5,029
-1,871
|
|
||
123
Quest Diagnostics
DGX
$20.3B
| $1.86M | 0.02% |
+9,748
|
|
||
124
Jacobs Solutions
J
$16.1B
| $1.85M | 0.02% |
12,375
+5,028
|
|
||
125
KLA
KLAC
$157B
| $1.84M | 0.02% |
1,704
+120
|
|