54. Dynamic Wealth Advisors

Rank: 54
Location: Phoenix, AZ
Total Assets: $3,305,081,600
ETF Assets: $919,731,072
Website: www.dynamicwealthadvisors.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 356
Total Value of All ETF Holdings: $919,731,072
Number of Issuers: 48
Number of Sectors: 54
  • Top 5 ETF Holdings
    1. QQQ: $40,333,795
    2. SPY: $33,028,416
    3. JPST: $26,096,087
    4. JHMM: $23,862,457
    5. DBAW: $23,803,116
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Money Market
    3. Mid Cap Growth Equities
    4. Foreign Large Cap Equities
    5. Total Bond Market
  • Top 5 ETF Issuers
    1. JPMorgan
    2. John Hancock
    3. DWS
    4. Vanguard
    5. iShares

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.dynamicwealthadvisors.com 2023 Top 100 ETF Power Users