DWM

Dynasty Wealth Management Portfolio holdings

AUM $6B
This Quarter Return
-1.15%
1 Year Return
+5.74%
3 Year Return
5 Year Return
10 Year Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
+$366M
Cap. Flow %
6.09%
Top 10 Hldgs %
50.55%
Holding
268
New
21
Increased
145
Reduced
82
Closed
20
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$720K0.01% 10,432
+581
+6%
+$40.1K
$720K0.01% 1,534
-342
-18%
-$160K
$707K0.01% 14,613
+633
+5%
+$30.6K
$704K0.01% 16,770
+1,264
+8%
+$53.1K
$693K0.01% 1,393
+13
+0.9%
+$6.47K
$692K0.01%
+5,055
New
+$692K
$682K0.01% 11,048
+3,775
+52%
+$233K
$675K0.01% 7,021
-85
-1%
-$8.18K
$659K0.01% 3,764
-54
-1%
-$9.45K
$648K0.01% 9,313
-13
-0.1%
-$904
$634K0.01% 3,215
+141
+5%
+$27.8K
$604K0.01% 4,834
+658
+16%
+$82.2K
$593K0.01% 21,341
+4,014
+23%
+$112K
$593K0.01% 2,702,694
+2,700,399
+117,664%
+$593K
$578K0.01% 35,654
+1,635
+5%
+$26.5K
$556K0.01% 8,464
+847
+11%
+$55.6K
$535K0.01% 9,799
+1,163
+13%
+$63.4K
$532K0.01% 3,293
+34
+1%
+$5.49K
$527K0.01% 2,072
-6
-0.3%
-$1.53K
$526K0.01% 4,030
+109
+3%
+$14.2K
$523K0.01% 33,907
+925
+3%
+$14.3K
$518K0.01% 14,474
+495
+4%
+$17.7K
$513K0.01% 10,299
+5,577
+118%
+$278K
$497K0.01% 2,956
-121
-4%
-$20.3K
$489K0.01% 2,449
-337
-12%
-$67.2K