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
151
$737K 0.02%
+10,938
152
$727K 0.02%
+42,415
153
$722K 0.02%
+9,669
154
$720K 0.02%
+12,473
155
$700K 0.02%
+3,889
156
$698K 0.02%
+897
157
$692K 0.02%
+81,525
158
$692K 0.02%
+5,034
159
$680K 0.02%
+9,275
160
$675K 0.02%
+7,297
161
$665K 0.02%
+3,880
162
$656K 0.02%
+13,820
163
$643K 0.02%
+6,238
164
$640K 0.02%
+9,546
165
$638K 0.02%
+13,507
166
$637K 0.02%
+7,794
167
$636K 0.02%
+20,737
168
$630K 0.02%
+7,028
169
$624K 0.02%
+1,343
170
$617K 0.02%
+15,975
171
$609K 0.02%
+1,912
172
$604K 0.02%
+2,873
173
$588K 0.02%
+1,432
174
$588K 0.02%
+2,351
175
$584K 0.02%
+3,448
5 6
7
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