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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.02%
1,835
-364
227
$101K 0.02%
3,366
228
$100K 0.02%
182
229
$99.7K 0.02%
3,861
230
$96.9K 0.02%
288
+16
231
$95.7K 0.02%
2,050
+2,040
232
$92.7K 0.02%
918
+25
233
$91.4K 0.02%
316
234
$90K 0.02%
+1,000
235
$90K 0.02%
2,292
236
$89.5K 0.02%
1,259
+1,232
237
$87.8K 0.02%
2,231
238
$87.1K 0.02%
4,293
239
$86.4K 0.02%
2,000
240
$85.7K 0.02%
400
+56
241
$85.5K 0.02%
1,072
242
$83.5K 0.02%
+1,820
243
$81.5K 0.02%
1,856
244
$81.4K 0.02%
+2,889
245
$79.2K 0.02%
1,239
+885
246
$77.5K 0.02%
789
+539
247
$77K 0.02%
+794
248
$75.8K 0.02%
1,017
+495
249
$73.6K 0.02%
1,220
250
$73.4K 0.02%
+1,075
8 9
10
11 12