DWP

Destiny Wealth Partners Portfolio holdings

AUM $816M
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.03%
+3,712
227
$134K 0.03%
+1,396
228
$133K 0.03%
+1,219
229
$130K 0.03%
+2,907
230
$125K 0.03%
+316
231
$123K 0.03%
+2,493
232
$115K 0.02%
+516
233
$109K 0.02%
+235
234
$104K 0.02%
+2,831
235
$101K 0.02%
+1,631
236
$99K 0.02%
+2,740
237
$97K 0.02%
+1,382
238
$94K 0.02%
+306
239
$88K 0.02%
+2,010
240
$87K 0.02%
+1,742
241
$84K 0.02%
+760
242
$81K 0.02%
+681
243
$81K 0.02%
+2,908
244
$80K 0.02%
+748
245
$78K 0.02%
+1,586
246
$78K 0.02%
+765
247
$78K 0.02%
+220
248
$76K 0.02%
+1,448
249
$75K 0.02%
+982
250
$75K 0.02%
+514
8 9
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