DWM

Dynasty Wealth Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.87B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$32.8M
3
+$30.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$13.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.42M

Top Sells

1
+$876M
2
+$142M
3
+$76.1M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$56.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$55.5M

Sector Composition

1 Technology 0.82%
2 Financials 0.56%
3 Healthcare 0.41%
4 Industrials 0.37%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$532K 0.01%
+5,552
177
$523K 0.01%
2,908
-385
178
$523K 0.01%
25,584
-8,323
179
$515K 0.01%
3,570
-460
180
$514K 0.01%
1,667
-405
181
$506K 0.01%
5,485
+1,966
182
$504K 0.01%
22,191
+480
183
$501K 0.01%
10,453
+154
184
$488K 0.01%
2,894
-62
185
$474K 0.01%
3,272
-993
186
$467K 0.01%
8,005
-1,025
187
$459K 0.01%
10,759
-3,762
188
$458K 0.01%
+912
189
$454K 0.01%
+5,039
190
$447K 0.01%
2,648
-253
191
$443K 0.01%
4,303
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192
$440K 0.01%
884
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193
$432K 0.01%
9,246
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194
$431K 0.01%
5,929
+1,147
195
$430K 0.01%
14,699
-3,303
196
$400K 0.01%
726
+35
197
$396K 0.01%
1,814
-341
198
$385K 0.01%
8,500
-804
199
$351K 0.01%
2,322
-416
200
$347K 0.01%
4,654
+626
6 7
8
9 10