DWM
Dynasty Wealth Management Portfolio holdings
AUM $6B
AUM
$6B
AUM Growth
+$205M (+4%)
Cap. Flow
+$447M
Cap. Flow % of AUM
7.44%
Top 10 Holdings %Top 10 Hldgs %
50.55%
Holding
268
New
21
Increased
145
Reduced
82
Closed
20
Top Buys
| 1 | $197M | |
| 2 | $138M | |
| 3 | $80.4M | |
| 4 | $78.4M | |
| 5 | $75.2M |
Top Sells
| 1 | $121M | |
| 2 | $78.5M | |
| 3 | $61.4M | |
| 4 | $45.2M | |
| 5 | $42.2M |
Sector Composition
| 1 | Technology | 1.09% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $486K | 0.01% | 4,265 +128 | +3% | +$14.6K | |||
| $482K | 0.01% | 9,030 +362 | +4% | +$19.3K | |||
| $472K | 0.01% | 14,521 +659 | +5% | +$21.4K | |||
| $453K | 0.01% | 5,072 +54 | +1% | +$4.82K | |||
| $447K | 0.01% | 2,901 -242 | -8% | -$37.3K | |||
| $443K | 0.01% | 18,002 +1,099 | +7% | +$27K | |||
| $442K | 0.01% | 4,782 | New | +$442K | |||
| $432K | 0.01% | 9,034 -483 | -5% | -$23.1K | |||
| $410K | 0.01% | 2,155 +567 | +36% | +$108K | |||
| $409K | 0.01% | 691 +14 | +2% | +$8.29K | |||
| $393K | 0.01% | 9,304 +294 | +3% | +$12.4K | |||
| $358K | 0.01% | 2,738 -400 | -13% | -$52.2K | |||
| $355K | 0.01% | 4,028 +288 | +8% | +$25.4K | |||
| $351K | 0.01% | 7,991 +87 | +1% | +$3.82K | |||
| $349K | 0.01% | 5,676 -114 | -2% | -$7.02K | |||
| $347K | 0.01% | 19,587 +512 | +3% | +$9.06K | |||
| $340K | 0.01% | 8,079 -934,021 | -99% | -$39.3M | |||
| $330K | 0.01% | 6,998 +182 | +3% | +$8.58K | |||
| $328K | 0.01% | 2,568 -174 | -6% | -$22.2K | |||
| $325K | 0.01% | 3,519 -1,570 | -31% | -$145K | |||
| $322K | 0.01% | 12,934 +196 | +2% | +$4.89K | |||
| $319K | 0.01% | 3,528 +1,618 | +85% | +$146K | |||
| $314K | 0.01% | 4,356 -804 | -16% | -$58K | |||
| $313K | 0.01% | 3,487 +656 | +23% | +$58.9K | |||
| $304K | 0.01% | 11,527 -911,062 | -99% | -$24M |
