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
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.29%
+821
102
$218K 0.28%
17,200
103
$210K 0.27%
+5,943
104
$209K 0.27%
+1,220
105
$208K 0.27%
+11,245
106
$202K 0.26%
+2,794
107
$201K 0.26%
+9,047
108
$195K 0.25%
15,400
109
$184K 0.24%
+20,500
110
$182K 0.23%
10,563
+48
111
$168K 0.22%
26,000
112
$127K 0.16%
+2,354
113
$105K 0.14%
+16,967
114
$88K 0.11%
22,000
-9,000
115
$87K 0.11%
+14,829
116
$74K 0.1%
+2,310
117
$74K 0.1%
+14,403
118
$68K 0.09%
+2,815
119
$68K 0.09%
15,757
120
$60K 0.08%
+12,193
121
$44K 0.06%
10,300
122
$40K 0.05%
+18,204
123
$36K 0.05%
+14,717
124
$31K 0.04%
+13,536
125
$29K 0.04%
+12,469
2 3 4
5
6