Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings3 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LYONDELLBASELL INDU-CL A | 4,195 | $349,000 | 45.9% | $67.55 | -5.61% | 5 qtrssince 2017-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 5,641 | $209,000 | 27.5% | $34.96 | -14.74% | 5 qtrssince 2017-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1,585 | $202,000 | 26.6% | $133.65 | -15.02% | 2 qtrssince 2018-Q3 | Decreased 0 |
Dynasty Wealth Management, LLC manages $760,000 across 3 positions as of Q4 2018. Top holdings: LYB (45.9%), VEA (27.5%), VTI (26.6%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 0 new positions, 123 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $760K across 3 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer