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DWM

Dynasty Wealth Management Portfolio holdings

AUM $11.5B
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$94.1M
3
+$84.5M
4
PWRD
TCW Transform Systems ETF
PWRD
+$81.7M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$76.6M

Top Sells

1
+$57.6M
2
+$37.4M
3
+$29.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$27.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.2M

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
$876K 0.01%
+45,526
177
$868K 0.01%
+54,445
178
$857K 0.01%
+24,876
179
$834K 0.01%
24,261
-23,804
180
$814K 0.01%
2,628
+63
181
$779K 0.01%
+29,877
182
$779K 0.01%
7,485
-1,284
183
$770K 0.01%
+3,266
184
$769K 0.01%
+169,432
185
$759K 0.01%
3,076
-11,274
186
$745K 0.01%
+13,357
187
$742K 0.01%
5,074
-23,327
188
$737K 0.01%
2,127
-276
189
$720K 0.01%
2,550
-413
190
$716K 0.01%
4,744
+2,041
191
$706K 0.01%
+48,220
192
$705K 0.01%
924
-3,206
193
$698K 0.01%
5,321
-2,112
194
$696K 0.01%
9,221
-1,450
195
$685K 0.01%
8,384
+1,267
196
$679K 0.01%
3,260
-1,102
197
$673K 0.01%
+3,631
198
$669K 0.01%
+1,365
199
$664K 0.01%
2,759
-4,453
200
$652K 0.01%
+3,038
6 7
8
9 10