Portfolio (Quarterly)
Guide ↗
Dynasty Wealth Management, LLC
· CIK 0001727599| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CEG | CONSTELLATION ENERGY CORP | Utilities | 727 | $257K | 0.00% | SOLD |
| 42 | VTEB | VANGUARD MUN BD FDS | — | 5,070 | $255K | 0.00% | SOLD |
| 43 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 3,191 | $254K | 0.00% | SOLD |
| 44 | CAE | CAE INC | Industrials | 8,201 | $249K | 0.00% | SOLD |
| 45 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 423 | $246K | 0.00% | SOLD |
| 46 | CCK | CROWN HLDGS INC | Consumer Cyclical | 2,327 | $240K | 0.00% | SOLD |
| 47 | IDXX | IDEXX LABS INC | Healthcare | 350 | $237K | 0.00% | SOLD |
| 48 | CLH | CLEAN HARBORS INC | Industrials | 1,003 | $235K | 0.00% | SOLD |
| 49 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,002 | $226K | 0.00% | SOLD |
| 50 | MAS | MASCO CORP | Industrials | 3,524 | $224K | 0.00% | SOLD |
| 51 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 6,783 | $212K | 0.00% | SOLD |
| 52 | NTRA | NATERA INC | Healthcare | 914 | $209K | 0.00% | SOLD |
| 53 | CHWY | CHEWY INC | Consumer Cyclical | 6,321 | $209K | 0.00% | SOLD |
| 54 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 6,050 | $208K | 0.00% | SOLD |
| 55 | FTV | FORTIVE CORP | Technology | 3,648 | $201K | 0.00% | SOLD |
| 56 | VIG | VANGUARD SPECIALIZED FUNDS | — | 910 | $200K | 0.00% | SOLD |
Sector Allocation
Financial Services
50.1%
Technology
19.1%
Communication Services
5.5%
Healthcare
5.3%
Industrials
4.9%
Consumer Cyclical
4.8%
Energy
3.4%
Consumer Defensive
3.0%
Basic Materials
2.4%
Utilities
1.5%