DWM
Dynasty Wealth Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
15.11%
This Fund
S&P 500
1 Year Est. Return
+15.11%
AUM
$10.2B
AUM Growth
+$2.69B
(+36%)
Holding
355
Top Buys
| 1 | +$414M | |
| 2 | +$295M | |
| 3 | +$202M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$196M |
| 5 |
iShares US Financials ETF
IYF
|
+$186M |
Top Sells
| 1 | +$81.4M | |
| 2 | +$66M | |
| 3 | +$62.5M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$58.9M |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$51M |
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Financials | 0.68% |
| 3 | Healthcare | 0.43% |
| 4 | Communication Services | 0.42% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Barclays
BCS
$80.4B
| $808K | 0.01% |
+31,756
|
|
||
202
Emerson Electric
EMR
$81.6B
| $798K | 0.01% |
6,014
+693
|
|
||
203
ORIX
IX
$36.3B
| $782K | 0.01% |
26,751
+3,209
|
|
||
204
Chubb
CB
$131B
| $775K | 0.01% |
2,482
-68
|
|
||
205
Old Dominion Freight Line
ODFL
$45.2B
| $765K | 0.01% |
+4,882
|
|
||
206
Equifax
EFX
$24.8B
| $762K | 0.01% |
3,510
-211
|
|
||
207
Apollo Global Management
APO
$63.5B
| $761K | 0.01% |
5,259
+766
|
|
||
208
Ross Stores
ROST
$69.1B
| $757K | 0.01% |
4,203
-16
|
|
||
209
McDonald's
MCD
$236B
| $756K | 0.01% |
2,474
+337
|
|
||
210
NextEra Energy
NEE
$193B
| $754K | 0.01% |
9,388
+167
|
|
||
211
Trimble
TRMB
$16.6B
| $738K | 0.01% |
9,420
+1,036
|
|
||
212
SharkNinja
SN
$16.2B
| $736K | 0.01% |
6,576
+2,862
|
|
||
213
Sherwin-Williams
SHW
$86.1B
| $708K | 0.01% |
2,186
+59
|
|
||
214
Cummins
CMI
$79.3B
| $705K | 0.01% |
1,381
+700
|
|
||
215
CrowdStrike
CRWD
$103B
| $704K | 0.01% |
1,501
+136
|
|
||
216
Qualcomm
QCOM
$149B
| $675K | 0.01% |
3,947
+540
|
|
||
217
SAP
SAP
$228B
| $674K | 0.01% |
2,775
-833
|
|
||
218
ArcelorMittal
MT
$46.5B
| $668K | 0.01% |
14,666
+817
|
|
||
219
GE Aerospace
GE
$356B
| $666K | 0.01% |
2,163
+799
|
|
||
220
Performance Food Group
PFGC
$14.3B
| $656K | 0.01% |
7,294
-191
|
|
||
221
GSK
GSK
$114B
| $639K | 0.01% |
13,023
+985
|
|
||
222
Cloudflare
NET
$65.4B
| $627K | 0.01% |
3,179
+141
|
|
||
223
Airbnb
ABNB
$81.3B
| $621K | 0.01% |
4,578
+360
|
|
||
224
Arthur J. Gallagher & Co
AJG
$58B
| $621K | 0.01% |
2,400
-228
|
|
||
225
Aptiv
APTV
$15.6B
| $617K | 0.01% |
8,115
+1,467
|
|