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
176
$720K 0.01%
10,432
+581
177
$720K 0.01%
1,534
-342
178
$707K 0.01%
14,613
+633
179
$704K 0.01%
16,770
+1,264
180
$693K 0.01%
1,393
+13
181
$692K 0.01%
+5,055
182
$682K 0.01%
11,048
+3,775
183
$675K 0.01%
7,021
-85
184
$659K 0.01%
3,764
-54
185
$648K 0.01%
9,313
-13
186
$634K 0.01%
3,215
+141
187
$604K 0.01%
4,834
+658
188
$593K 0.01%
21,341
+4,014
189
$593K 0.01%
2,702,694
+2,700,399
190
$578K 0.01%
35,654
+1,635
191
$556K 0.01%
8,464
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192
$535K 0.01%
9,799
+1,163
193
$532K 0.01%
3,293
+34
194
$527K 0.01%
2,072
-6
195
$526K 0.01%
4,030
+109
196
$523K 0.01%
33,907
+925
197
$518K 0.01%
21,711
+742
198
$513K 0.01%
10,299
+5,577
199
$497K 0.01%
2,956
-121
200
$489K 0.01%
2,449
-337
6 7
8
9 10