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
$760K
AUM Growth
-$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$7.01M
2
+$3.96M
3
+$3.27M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.22M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.11M

Sector Composition

1 Materials 45.92%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,902
102
– –
-9,971
103
– –
-56,160
104
– –
-2,815
105
– –
-2,310
106
– –
-6,063
107
– –
-15,300
108
– –
-5,200
109
– –
-2,612
110
– –
-18,215
111
– –
-4,559
112
– –
-22,784
113
– –
-4,129
114
– –
-2,748
115
– –
-1,301
116
– –
-3,508
117
– –
-3,125
118
– –
-1,473
119
– –
-5,488
120
– –
-3,500
121
– –
-15,757
122
– –
-5,918
123
– –
-12,469
124
– –
-9,047
125
– –
-20,500
1 2 3 4
5