DWM

Dynasty Wealth Management Portfolio holdings

AUM $5.87B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,000
127
– –
-1,712
128
– –
-6,959
129
– –
-10,066
130
– –
-22,000
131
– –
-1,032
132
– –
-10,326
2 3 4 5
6