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
176
$579K 0.02%
+8,282
177
$577K 0.02%
+1,761
178
$569K 0.02%
+5,843
179
$565K 0.02%
+4,491
180
$565K 0.02%
+1,437
181
$552K 0.02%
+8,661
182
$548K 0.02%
+4,068
183
$546K 0.02%
+1,637
184
$542K 0.02%
+3,466
185
$528K 0.02%
+7,446
186
$518K 0.02%
+6,754
187
$516K 0.02%
+19,521
188
$499K 0.02%
+5,435
189
$495K 0.02%
+3,865
190
$482K 0.02%
+5,789
191
$481K 0.02%
+18,356
192
$473K 0.02%
+1,679
193
$466K 0.01%
+1,085
194
$453K 0.01%
+2,736
195
$443K 0.01%
+9,672
196
$440K 0.01%
+2,483
197
$432K 0.01%
+15,156
198
$426K 0.01%
+2,906
199
$423K 0.01%
+35,352
200
$421K 0.01%
+806
6 7
8
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