DWM
Dynasty Wealth Management Portfolio holdings
AUM $6B
AUM
$6B
AUM Growth
+$205M (+4%)
Cap. Flow
+$447M
Cap. Flow % of AUM
7.44%
Top 10 Holdings %Top 10 Hldgs %
50.55%
Holding
268
New
21
Increased
145
Reduced
82
Closed
20
Top Buys
| 1 | $197M | |
| 2 | $138M | |
| 3 | $80.4M | |
| 4 | $78.4M | |
| 5 | $75.2M |
Top Sells
| 1 | $121M | |
| 2 | $78.5M | |
| 3 | $61.4M | |
| 4 | $45.2M | |
| 5 | $42.2M |
Sector Composition
| 1 | Technology | 1.09% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.31M | 0.02% | 7,698 -8 | -0.1% | -$1.36K | |||
| $1.27M | 0.02% | 31,522 +3,612 | +13% | +$146K | |||
| $1.27M | 0.02% | 100,845 +18,983 | +23% | +$239K | |||
| $1.27M | 0.02% | 16,030 +78 | +0.5% | +$6.18K | |||
| $1.24M | 0.02% | 8,510 +304 | +4% | +$44.3K | |||
| $1.23M | 0.02% | 37,233 +276 | +0.8% | +$9.13K | |||
| $1.18M | 0.02% | 20,170 -91,709 | -82% | -$5.38M | |||
| $1.17M | 0.02% | 7,071 -528 | -7% | -$87.6K | |||
| $1.15M | 0.02% | 4,742 +119 | +3% | +$29K | |||
| $1.12M | 0.02% | 15,261 +3,249 | +27% | +$239K | |||
| $1.07M | 0.02% | 14,661 +225 | +2% | +$16.5K | |||
| $1.05M | 0.02% | 1,931 -28 | -1% | -$15.3K | |||
| $1.05M | 0.02% | 10,652 +1,054 | +11% | +$104K | |||
| $1.05M | 0.02% | 19,025 -1,424,842 | -99% | -$78.5M | |||
| $1.02M | 0.02% | 4,662 +41 | +0.9% | +$8.96K | |||
| $1.01M | 0.02% | 9,231 +257 | +3% | +$28.2K | |||
| $1.01M | 0.02% | 6,937 +825 | +14% | +$120K | |||
| $986K | 0.02% | 8,160 +253 | +3% | +$30.6K | |||
| $967K | 0.02% | 11,666 +415 | +4% | +$34.4K | |||
| $961K | 0.02% | 5,297 -1,210 | -19% | -$219K | |||
| $942K | 0.02% | 1,504 -32 | -2% | -$20.1K | |||
| $927K | 0.02% | 9,919 -656,969 | -99% | -$61.4M | |||
| $924K | 0.02% | 10,138 +1,507 | +17% | +$137K | |||
| $910K | 0.02% | 6,745 -1,442 | -18% | -$195K | |||
| $897K | 0.01% | 29,113 +1,769 | +6% | +$54.5K |
