We are live on ! Find out more
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
201
$649K 0.01%
2,137
-433
202
$644K 0.01%
+695
203
$643K 0.01%
4,219
+1,689
204
$638K 0.01%
3,109
+201
205
$633K 0.01%
+4,731
206
$615K 0.01%
+23,542
207
$605K 0.01%
2,830
-64
208
$599K 0.01%
4,493
-226
209
$582K 0.01%
7,142
-5,991
210
$573K 0.01%
+6,648
211
$568K 0.01%
+3,266
212
$567K 0.01%
+3,407
213
$560K 0.01%
+3,275
214
$547K 0.01%
+2,685
215
$546K 0.01%
+1,269
216
$536K 0.01%
11,284
+2,038
217
$535K 0.01%
+7,856
218
$532K 0.01%
3,257
+935
219
$520K 0.01%
+12,038
220
$512K 0.01%
4,218
-9,857
221
$501K 0.01%
+13,849
222
$497K 0.01%
+2,782
223
$483K 0.01%
+1,245
224
$470K 0.01%
637
-89
225
$467K 0.01%
+13,068
7 8
9
10 11