DWM

Dynasty Wealth Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.87B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$32.8M
3
+$30.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$13.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.42M

Top Sells

1
+$876M
2
+$142M
3
+$76.1M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$56.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$55.5M

Sector Composition

1 Technology 0.82%
2 Financials 0.56%
3 Healthcare 0.41%
4 Industrials 0.37%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.03%
18,246
+2,324
102
$1.62M 0.03%
48,065
+8,407
103
$1.58M 0.03%
6,166
-631
104
$1.57M 0.03%
6,468
-146
105
$1.52M 0.03%
7,405
-2,120
106
$1.52M 0.03%
79,203
+1,950
107
$1.52M 0.03%
6,379
+597
108
$1.49M 0.03%
21,051
-300
109
$1.49M 0.03%
88,733
-12,354
110
$1.48M 0.03%
6,471
-44
111
$1.47M 0.03%
70,315
+7,614
112
$1.42M 0.02%
1,584
-547
113
$1.38M 0.02%
17,186
+1,156
114
$1.38M 0.02%
6,642
-1,143
115
$1.34M 0.02%
10,868
-4,823
116
$1.31M 0.02%
4,505
-404
117
$1.31M 0.02%
35,685
-1,245
118
$1.31M 0.02%
+1,770
119
$1.29M 0.02%
7,868
-901
120
$1.24M 0.02%
30,896
-626
121
$1.24M 0.02%
79,260
-21,585
122
$1.21M 0.02%
7,281
-1,229
123
$1.21M 0.02%
24,214
-13,019
124
$1.13M 0.02%
4,370
-372
125
$1.09M 0.02%
17,248
-1,777
3 4
5
6 7