DWM

Dynasty Wealth Management Portfolio holdings

AUM $7.49B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$138M
3
+$80.4M
4
PWRD
TCW Transform Systems ETF
PWRD
+$78.4M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$75.2M

Top Sells

1
+$121M
2
+$78.5M
3
+$61.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$45.2M
5
MBB icon
iShares MBS ETF
MBB
+$42.2M

Sector Composition

1 Technology 1.08%
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 Change
in Stake 		Capital Flow
201
$486K 0.01%
4,265
+128
202
$482K 0.01%
9,030
+362
203
$472K 0.01%
14,521
+659
204
$453K 0.01%
5,072
+54
205
$447K 0.01%
2,901
-242
206
$443K 0.01%
18,002
+1,099
207
$442K 0.01%
+4,782
208
$432K 0.01%
9,034
-483
209
$410K 0.01%
2,155
+567
210
$409K 0.01%
691
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211
$393K 0.01%
9,304
+294
212
$358K 0.01%
2,738
-400
213
$355K 0.01%
4,028
+288
214
$351K 0.01%
7,991
+87
215
$349K 0.01%
5,676
-114
216
$347K 0.01%
19,587
+512
217
$340K 0.01%
8,079
-934,021
218
$330K 0.01%
6,998
+182
219
$328K 0.01%
2,568
-174
220
$325K 0.01%
3,519
-1,570
221
$322K 0.01%
12,934
+196
222
$319K 0.01%
3,528
+1,618
223
$314K 0.01%
4,356
-804
224
$313K 0.01%
3,487
+656
225
$304K 0.01%
11,527
-911,062
7 8
9
10 11