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
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.04%
+6,091
102
$1.3M 0.04%
+5,339
103
$1.3M 0.04%
+6,287
104
$1.28M 0.04%
+10,077
105
$1.26M 0.04%
+23,324
106
$1.26M 0.04%
+7,710
107
$1.26M 0.04%
+6,143
108
$1.25M 0.04%
+22,752
109
$1.25M 0.04%
+4,565
110
$1.22M 0.04%
+7,501
111
$1.22M 0.04%
+4,274
112
$1.21M 0.04%
+7,667
113
$1.21M 0.04%
+3,320
114
$1.17M 0.04%
+8,567
115
$1.16M 0.04%
+8,677
116
$1.14M 0.04%
+21,174
117
$1.13M 0.04%
+24,206
118
$1.12M 0.04%
+10,631
119
$1.09M 0.03%
+2,023
120
$1.08M 0.03%
+5,998
121
$1.08M 0.03%
+5,542
122
$1.07M 0.03%
+28,152
123
$1.07M 0.03%
+5,709
124
$1.06M 0.03%
+2,548
125
$1.06M 0.03%
+8,129
3 4
5
6 7