DWM

Dynasty Wealth Management Portfolio holdings

AUM $5.87B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$263M
3
+$226M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.09%
2 Financials 1.22%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$407K 0.01%
+3,158
202
$407K 0.01%
+1,561
203
$403K 0.01%
+13,472
204
$397K 0.01%
+7,091
205
$391K 0.01%
+4,242
206
$384K 0.01%
+1,551
207
$384K 0.01%
+2,267
208
$375K 0.01%
+2,849
209
$365K 0.01%
+1,814
210
$362K 0.01%
+2,626
211
$359K 0.01%
+4,505
212
$357K 0.01%
+1,710
213
$346K 0.01%
+6,474
214
$341K 0.01%
+3,224
215
$338K 0.01%
+13,132
216
$337K 0.01%
+9,996
217
$335K 0.01%
+11,695
218
$330K 0.01%
+14,729
219
$327K 0.01%
+3,387
220
$326K 0.01%
+5,550
221
$323K 0.01%
+1,513
222
$320K 0.01%
+16,407
223
$316K 0.01%
+13,023
224
$314K 0.01%
+6,294
225
$306K 0.01%
+13,763
7 8
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