Dynasty Wealth Management, LLCDynasty Wealth Management, LLC

Institutional investor · Portfolio as of Q4 2018

Top Holdings3 positions

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Activity:
LYBLYB

LYONDELLBASELL INDUSTRIES N

4,195$349,00045.9%$67.55-11.13%
5 qtrssince 2017-Q4
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

5,641$209,00027.5%$34.64-14.56%
5 qtrssince 2017-Q4
Decreased
0
VTIVTI
ETF

VANGUARD INDEX FDS

1,585$202,00026.6%$132.51-14.21%
2 qtrssince 2018-Q3
Decreased
0
$760,000
AUM
3
Positions
Q4 2018
Filing
HI score · 3.0/5
Quarterly 13F Value Change
+312%Q1'18$238.6M-80%Q2'18$48.3M+61%Q3'18$77.7M
Activity profile
$ moved · Q4'18
New0%Increased0%Decreased3%Exited97%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.0 years
<1Q0%1-4Q0%1-2Y100%2Y+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 Score: 3/5.0.

Q4 2018 Summary

Active quarter - 0 new positions, 123 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $760K across 3 positions.

Portfolio Allocation

Top holdings by portfolio weight

Total AUM$760,000
LYB45.92%
VEA27.50%
VTI26.58%
VZ0.00%
KYN0.00%
ABBV0.00%
AMGN0.00%
HON0.00%
PM0.00%
CAT0.00%
Sector Breakdown

Portfolio allocation by GICS sector

Sectors2
Unknown54.08%
Basic Materials45.92%
Fund DNA

Behavioral investing profile

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Diversified Scout- primarily Unknown, Basic Materials
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HoldingsIntel Score
7-dimension, SEC 13F-derived research score
Solid(3.0 / 5.0)
Holdings P&L61
Conviction44
Concentration73
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Position Outcomes

Best and worst performing positions by estimated return

Top Losers

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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

Verify source filings on SEC EDGAR

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