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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

Sector Composition

1 Technology 1.86%
2 Financials 0.82%
3 Communication Services 0.55%
4 Consumer Discretionary 0.51%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.5M 0.03%
+11,750
102
$2.47M 0.03%
24,734
+3,149
103
$2.47M 0.03%
6,088
+914
104
$2.36M 0.03%
+11,017
105
$2.36M 0.03%
+22,058
106
$2.35M 0.03%
136,245
+47,512
107
$2.3M 0.03%
+15,481
108
$2.22M 0.03%
10,300
+7,175
109
$2.2M 0.03%
47,907
+17,011
110
$2.19M 0.03%
15,418
+8,059
111
$2.18M 0.03%
58,673
+4,189
112
$2.16M 0.03%
26,187
-648
113
$2.14M 0.03%
2,685
+1,219
114
$2.14M 0.03%
10,442
+5,043
115
$2.09M 0.03%
10,511
-448
116
$2.06M 0.03%
6,857
+691
117
$2.06M 0.03%
+6,735
118
$2.04M 0.03%
+28,506
119
$2M 0.03%
21,172
+2,926
120
$1.9M 0.03%
49,006
+13,321
121
$1.86M 0.02%
2,723
-503
122
$1.86M 0.02%
5,029
-1,871
123
$1.86M 0.02%
+9,748
124
$1.85M 0.02%
12,375
+5,028
125
$1.84M 0.02%
1,704
+120
3 4
5
6 7