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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
151
$1.29M 0.02%
3,650
-1,195
152
$1.27M 0.02%
+9,609
153
$1.27M 0.02%
11,077
+2,633
154
$1.25M 0.02%
8,720
-5,467
155
$1.22M 0.02%
6,970
-898
156
$1.22M 0.02%
12,629
+3,745
157
$1.11M 0.01%
+11,618
158
$1.09M 0.01%
3,770
-2,469
159
$1.08M 0.01%
+20,391
160
$1.05M 0.01%
+5,630
161
$1.05M 0.01%
5,926
+2,356
162
$1.05M 0.01%
15,784
-5,267
163
$1.02M 0.01%
+12,148
164
$1.01M 0.01%
31,738
+3,582
165
$972K 0.01%
1,720
+150
166
$970K 0.01%
+6,658
167
$964K 0.01%
+3,608
168
$955K 0.01%
3,721
-649
169
$948K 0.01%
12,019
-61,869
170
$938K 0.01%
+14,341
171
$929K 0.01%
14,473
+4,702
172
$923K 0.01%
2,526
-6,375
173
$915K 0.01%
54,038
-25,165
174
$897K 0.01%
+5,327
175
$879K 0.01%
+25,142
5 6
7
8 9