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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
1
$606M 8.1%
906,088
+168,314
2
$574M 7.66%
7,972,304
+1,337,607
3
$384M 5.13%
3,673,763
+577,907
4
$376M 5.02%
7,011,069
+1,503,658
5
$372M 4.96%
6,278,395
+1,489,446
6
$339M 4.53%
6,375,936
+621,202
7
$317M 4.23%
3,241,520
+878,559
8
$313M 4.17%
3,579,254
+574,082
9
$308M 4.11%
6,656,599
+786,693
10
$276M 3.68%
4,184,691
+718,798
11
$273M 3.65%
2,725,298
+258,540
12
$262M 3.5%
4,732,922
+543,699
13
$259M 3.46%
3,761,884
+778,258
14
$218M 2.91%
1,114,634
+64,136
15
$166M 2.22%
4,194,769
+556,889
16
$157M 2.09%
1,649,146
+160,926
17
$120M 1.6%
1,261,838
+84,969
18
$113M 1.51%
582,095
+90,195
19
$108M 1.45%
1,475,057
+417,804
20
$106M 1.42%
1,028,495
+96,645
21
$91.7M 1.22%
1,351,798
+259,421
22
$87.5M 1.17%
1,202,449
+70,620
23
$87.4M 1.17%
1,622,239
+102,142
24
$85.3M 1.14%
1,607,939
+133,960
25
$78.2M 1.04%
658,065
+33,203
1
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