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
$57.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$3.24M
3
+$2.25M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.78M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.83%
2 Financials 6.13%
3 Energy 4.95%
4 Communication Services 2.91%
5 Technology 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 12.47%
+51,690
2
$3.24M 5.6%
+72,257
3
$2.25M 3.88%
+17,854
4
$1.78M 3.07%
+30,151
5
$1.72M 2.96%
+11,254
6
$1.7M 2.93%
+26,531
7
$1.56M 2.7%
+10,530
8
$1.47M 2.54%
+19,134
9
$1.34M 2.31%
+10,678
10
$1.19M 2.06%
+11,166
11
$1.14M 1.97%
+12,500
12
$1.11M 1.91%
+4,145
13
$892K 1.54%
+36,337
14
$877K 1.51%
+4,424
15
$869K 1.5%
+18,925
16
$776K 1.34%
+42,771
17
$775K 1.34%
+3,133
18
$763K 1.32%
+71,796
19
$721K 1.25%
+11,262
20
$697K 1.2%
+46,410
21
$667K 1.15%
+3,779
22
$628K 1.08%
+23,700
23
$625K 1.08%
+31,254
24
$590K 1.02%
+1,708
25
$530K 0.92%
+6,193
1
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