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
$6B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$138M
3
+$80.4M
4
PWRD
TCW Transform Systems ETF
PWRD
+$78.4M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$75.2M

Top Sells

1
+$121M
2
+$78.5M
3
+$61.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.2M
5
MBB icon
iShares MBS ETF
MBB
+$42.2M

Sector Composition

1 Technology 1.08%
2 Financials 0.72%
3 Healthcare 0.6%
4 Consumer Discretionary 0.48%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.79M 0.03%
24,893
+207
102
$1.76M 0.03%
26,903
+436
103
$1.76M 0.03%
18,820
-15,150
104
$1.74M 0.03%
7,460
-116
105
$1.71M 0.03%
14,634
+115
106
$1.69M 0.03%
4,228
+185
107
$1.69M 0.03%
22,587
+601
108
$1.67M 0.03%
15,922
+1,758
109
$1.66M 0.03%
39,658
+21,760
110
$1.61M 0.03%
6,797
+269
111
$1.6M 0.03%
6,614
-181
112
$1.55M 0.03%
77,253
-1,327
113
$1.54M 0.03%
5,782
-65
114
$1.53M 0.03%
+21,351
115
$1.52M 0.03%
101,087
+3,119
116
$1.52M 0.03%
1,905
-1,256
117
$1.51M 0.03%
6,515
-65
118
$1.5M 0.03%
62,701
+8,112
119
$1.49M 0.02%
9,931
+8,287
120
$1.45M 0.02%
2,131
-84
121
$1.4M 0.02%
7,785
-22
122
$1.36M 0.02%
15,691
-435
123
$1.34M 0.02%
4,909
+101
124
$1.34M 0.02%
36,930
+2,013
125
$1.31M 0.02%
8,769
+123
3 4
5
6 7