DWM
Dynasty Wealth Management Portfolio holdings
AUM
$7.49B
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$7.49B
AUM Growth
+$1.62B
(+28%)
Holding
355
Top Buys
| 1 | +$113M | |
| 2 | +$96.3M | |
| 3 | +$88.2M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$85.8M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$80.7M |
Top Sells
| 1 | +$60.3M | |
| 2 | +$38.1M | |
| 3 | +$30.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$28.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.6M |
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 | |
|---|---|---|---|---|---|---|
176
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
| $876K | 0.01% |
+45,526
|
|
||
177
Mitsubishi UFJ Financial
MUFG
$185B
| $868K | 0.01% |
+54,445
|
|
||
178
BP
BP
$95.1B
| $857K | 0.01% |
+24,876
|
|
||
179
SLB Ltd
SLB
$56.1B
| $834K | 0.01% |
24,261
-23,804
|
|
||
180
Arthur J. Gallagher & Co
AJG
$63B
| $814K | 0.01% |
2,628
+63
|
|
||
181
ING
ING
$76.5B
| $779K | 0.01% |
+29,877
|
|
||
182
Performance Food Group
PFGC
$14.5B
| $779K | 0.01% |
7,485
-1,284
|
|
||
183
FedEx
FDX
$63.8B
| $770K | 0.01% |
+3,266
|
|
||
184
Lloyds Banking Group
LYG
$75.6B
| $769K | 0.01% |
+169,432
|
|
||
185
Accenture
ACN
$169B
| $759K | 0.01% |
3,076
-11,274
|
|
||
186
BHP
BHP
$147B
| $745K | 0.01% |
+13,357
|
|
||
187
Zoetis
ZTS
$54B
| $742K | 0.01% |
5,074
-23,327
|
|
||
188
Sherwin-Williams
SHW
$84.1B
| $737K | 0.01% |
2,127
-276
|
|
||
189
Chubb
CB
$116B
| $720K | 0.01% |
2,550
-413
|
|
||
190
Vertiv
VRT
$68.4B
| $716K | 0.01% |
4,744
+2,041
|
|
||
191
Takeda Pharmaceutical
TAK
$45.2B
| $706K | 0.01% |
+48,220
|
|
||
192
Eli Lilly
LLY
$925B
| $705K | 0.01% |
924
-3,206
|
|
||
193
Emerson Electric
EMR
$75.8B
| $698K | 0.01% |
5,321
-2,112
|
|
||
194
NextEra Energy
NEE
$177B
| $696K | 0.01% |
9,221
-1,450
|
|
||
195
Trimble
TRMB
$19.6B
| $685K | 0.01% |
8,384
+1,267
|
|
||
196
Paycom
PAYC
$9.04B
| $679K | 0.01% |
3,260
-1,102
|
|
||
197
Johnson & Johnson
JNJ
$495B
| $673K | 0.01% |
+3,631
|
|
||
198
CrowdStrike
CRWD
$132B
| $669K | 0.01% |
+1,365
|
|
||
199
Workday
WDAY
$56.5B
| $664K | 0.01% |
2,759
-4,453
|
|
||
200
Cloudflare
NET
$71.6B
| $652K | 0.01% |
+3,038
|
|