Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q4 2018
SEC EDGAR SourceSEC Filings
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: 2.5/5.0.
Q4 2018 Summary
Active quarter - 0 new positions, 123 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $760K across 3 positions.
Top holdings by portfolio weight
LYB45.92%
VEA27.50%
VTI26.58%
AVP0.00%
CLDPQ0.00%
DNRCQ0.00%
BKCC0.00%
INNOVATE BIO0.00%
NYMT0.00%
PROSPECT CAP0.00%
Portfolio allocation by GICS sector
Unknown54.08%
Basic Materials45.92%
Behavioral investing profile
7-dimension quality assessment
Solid(2.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings3 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LYONDELLBASELL INDUSTRIES NV | 4,195 | $349,000 | 45.9% | $67.55 | +11.12% | 5 qtrssince 2017-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 5,641 | $209,000 | 27.5% | $34.96 | -14.74% | 5 qtrssince 2017-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1,585 | $202,000 | 26.6% | $133.65 | -15.02% | 2 qtrssince 2018-Q3 | Decreased 0 |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer