DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$138M
3
+$80.4M
4
PWRD
TCW Transform Systems ETF
PWRD
+$78.4M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$75.2M

Top Sells

1
+$121M
2
+$78.5M
3
+$61.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.2M
5
MBB icon
iShares MBS ETF
MBB
+$42.2M

Sector Composition

1 Technology 1.08%
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 Change
in Stake 		Capital Flow
151
$895K 0.01%
18,803
+754
152
$885K 0.01%
63,596
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156
$860K 0.01%
5,310
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157
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158
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2,417
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161
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163
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22,444
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$818K 0.01%
9,610
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8,513
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$733K 0.01%
6,384
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175
$723K 0.01%
5,842
+212
5 6
7
8 9