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
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.03%
+15,436
127
$1.03M 0.03%
+7,895
128
$1.03M 0.03%
+11,459
129
$1.01M 0.03%
+3,220
130
$981K 0.03%
+3,181
131
$966K 0.03%
+3,729
132
$963K 0.03%
+69,050
133
$961K 0.03%
+9,927
134
$946K 0.03%
+37,861
135
$922K 0.03%
+11,748
136
$914K 0.03%
+42,602
137
$912K 0.03%
+7,173
138
$862K 0.03%
+4,350
139
$847K 0.03%
+11,702
140
$841K 0.03%
+3,299
141
$841K 0.03%
+5,770
142
$829K 0.03%
+69,992
143
$810K 0.03%
+9,412
144
$792K 0.03%
+6,045
145
$777K 0.02%
+20,629
146
$763K 0.02%
+17,756
147
$740K 0.02%
+7,620
148
$740K 0.02%
+9,380
149
$738K 0.02%
+3,129
150
$737K 0.02%
+203
4 5
6
7 8