DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$113M | |
| 2 | +$96.3M | |
| 3 | +$88.2M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$85.8M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$80.7M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$38.1M | |
| 3 | +$30.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$28.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.6M |
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 | |
|---|---|---|---|---|---|---|
126
Banco Santander
SAN
$161B
| $1.74M | 0.02% |
+166,335
|
|
||
127
Cenovus Energy
CVE
$34.4B
| $1.73M | 0.02% |
101,726
+37,750
|
|
||
128
Charles Schwab
SCHW
$167B
| $1.7M | 0.02% |
17,786
+8,891
|
|
||
129
Applovin
APP
$224B
| $1.69M | 0.02% |
2,352
+696
|
|
||
130
Wabtec
WAB
$36.5B
| $1.67M | 0.02% |
8,325
+3,822
|
|
||
131
ServiceNow
NOW
$173B
| $1.66M | 0.02% |
1,808
+327
|
|
||
132
Automatic Data Processing
ADP
$105B
| $1.65M | 0.02% |
5,622
-852
|
|
||
133
Roblox
RBLX
$64.6B
| $1.6M | 0.02% |
+11,575
|
|
||
134
HSBC
HSBC
$247B
| $1.56M | 0.02% |
+22,025
|
|
||
135
AutoNation
AN
$7.77B
| $1.53M | 0.02% |
6,991
+2,759
|
|
||
136
Advanced Micro Devices
AMD
$354B
| $1.52M | 0.02% |
+9,405
|
|
||
137
Novartis
NVS
$257B
| $1.49M | 0.02% |
+11,630
|
|
||
138
Marsh & McLennan
MMC
$90.1B
| $1.49M | 0.02% |
7,374
-7,008
|
|
||
139
TotalEnergies
TTE
$144B
| $1.48M | 0.02% |
+24,761
|
|
||
140
T-Mobile US
TMUS
$233B
| $1.46M | 0.02% |
6,101
-278
|
|
||
141
Aon
AON
$74B
| $1.43M | 0.02% |
3,997
-604
|
|
||
142
Entergy
ETR
$42.1B
| $1.39M | 0.02% |
+14,933
|
|
||
143
MSCI
MSCI
$41B
| $1.39M | 0.02% |
2,452
-1,266
|
|
||
144
Amphenol
APH
$170B
| $1.38M | 0.02% |
11,152
+3,480
|
|
||
145
NXP Semiconductors
NXPI
$57.3B
| $1.35M | 0.02% |
5,919
+4,105
|
|
||
146
Waste Management
WM
$87.1B
| $1.32M | 0.02% |
5,984
-487
|
|
||
147
Leidos
LDOS
$24.1B
| $1.32M | 0.02% |
6,975
+1,283
|
|
||
148
Sony
SONY
$170B
| $1.32M | 0.02% |
+45,676
|
|
||
149
Broadridge
BR
$26.9B
| $1.3M | 0.02% |
5,461
-1,007
|
|
||
150
Coca-Cola Europacific Partners
CCEP
$41.2B
| $1.29M | 0.02% |
14,298
+6,472
|
|