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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
126
$1.74M 0.02%
+166,335
127
$1.73M 0.02%
101,726
+37,750
128
$1.7M 0.02%
17,786
+8,891
129
$1.69M 0.02%
2,352
+696
130
$1.67M 0.02%
8,325
+3,822
131
$1.66M 0.02%
9,040
+1,635
132
$1.65M 0.02%
5,622
-852
133
$1.6M 0.02%
+11,575
134
$1.56M 0.02%
+22,025
135
$1.53M 0.02%
6,991
+2,759
136
$1.52M 0.02%
+9,405
137
$1.49M 0.02%
+11,630
138
$1.49M 0.02%
7,374
-7,008
139
$1.48M 0.02%
+24,761
140
$1.46M 0.02%
6,101
-278
141
$1.43M 0.02%
3,997
-604
142
$1.39M 0.02%
+14,933
143
$1.39M 0.02%
2,452
-1,266
144
$1.38M 0.02%
11,152
+3,480
145
$1.35M 0.02%
5,919
+4,105
146
$1.32M 0.02%
5,984
-487
147
$1.32M 0.02%
6,975
+1,283
148
$1.32M 0.02%
+45,676
149
$1.3M 0.02%
5,461
-1,007
150
$1.29M 0.02%
14,298
+6,472
4 5
6
7 8