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
$77.7M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$1.39M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

1
+$819K
2
+$365K
3
+$349K
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$203K

Sector Composition

1 Healthcare 15.03%
2 Technology 8.89%
3 Financials 8.77%
4 Communication Services 6.16%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.01M 9.02%
50,735
+60
2
$3.96M 5.1%
13,632
+1,067
3
$3.27M 4.21%
20,208
+9,600
4
$3.22M 4.14%
42,693
-297
5
$3.11M 4%
18,427
+6,513
6
$2.84M 3.65%
28,320
+11,040
7
$2.61M 3.36%
60,318
-8,063
8
$2.27M 2.93%
40,276
+31,240
9
$1.97M 2.53%
22,524
+1,490
10
$1.76M 2.27%
8,227
+2,309
11
$1.76M 2.27%
15,390
+12,114
12
$1.54M 1.98%
12,594
+2,999
13
$1.41M 1.81%
12,480
+5,591
14
$1.39M 1.79%
22,784
-1,875
15
$1.11M 1.43%
5,488
+301
16
$972K 1.25%
16,100
+9,280
17
$944K 1.22%
11,107
+6,951
18
$919K 1.18%
15,400
+9,460
19
$776K 1%
4,718
+2,639
20
$762K 0.98%
18,215
+11,721
21
$735K 0.95%
43,450
+54
22
$666K 0.86%
9,971
+599
23
$656K 0.84%
15,999
-4,644
24
$647K 0.83%
22,516
-400
25
$627K 0.81%
4,717
+600
1
2 3 4 5