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 | |
|---|---|---|---|---|---|---|---|
| $895K | 0.01% | 18,803 +754 | +4% | +$35.9K | |||
| $885K | 0.01% | 63,596 +38,276 | +151% | +$532K | |||
| $876K | 0.01% | 2,087 -43 | -2% | -$18K | |||
| $871K | 0.01% | 2,885 -420 | -13% | -$127K | |||
| $867K | 0.01% | 10,607 -220,111 | -95% | -$18M | |||
| $860K | 0.01% | 5,310 +325 | +7% | +$52.6K | |||
| $853K | 0.01% | 13,440 +9,836 | +273% | +$624K | |||
| $844K | 0.01% | 2,417 +36 | +2% | +$12.6K | |||
| $837K | 0.01% | 2,423 +28 | +1% | +$9.67K | |||
| $835K | 0.01% | 10,667 | New | +$835K | |||
| $833K | 0.01% | 4,832 -377 | -7% | -$65K | |||
| $818K | 0.01% | 1,884 -18 | -1% | -$7.81K | |||
| $818K | 0.01% | 22,444 +10,246 | +84% | +$373K | |||
| $818K | 0.01% | 9,610 -11,559 | -55% | -$983K | |||
| $815K | 0.01% | 14,394 +308 | +2% | +$17.4K | |||
| $782K | 0.01% | 9,949 +81 | +0.8% | +$6.37K | |||
| $773K | 0.01% | 17,157 +446 | +3% | +$20.1K | |||
| $772K | 0.01% | 10,870 -1,525 | -12% | -$108K | |||
| $766K | 0.01% | 2,453 -8 | -0.3% | -$2.5K | |||
| $764K | 0.01% | 10,774 +2,477 | +30% | +$176K | |||
| $744K | 0.01% | 2,501 -308 | -11% | -$91.7K | |||
| $741K | 0.01% | 8,513 +108 | +1% | +$9.4K | |||
| $737K | 0.01% | 160 -2 | -1% | -$9.21K | |||
| $733K | 0.01% | 6,384 +4,353 | +214% | +$500K | |||
| $723K | 0.01% | 5,842 +212 | +4% | +$26.2K |
