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
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
251
$75K 0.02%
+982
252
$74K 0.02%
+1,236
253
$73K 0.02%
+1,350
254
$73K 0.02%
+1,405
255
$72K 0.02%
+1,613
256
$71K 0.01%
+1,072
257
$69K 0.01%
+2,267
258
$69K 0.01%
+422
259
$69K 0.01%
+1,486
260
$67K 0.01%
+994
261
$67K 0.01%
+840
262
$66K 0.01%
+1,220
263
$66K 0.01%
+145
264
$64K 0.01%
+2,976
265
$63K 0.01%
+6,900
266
$61K 0.01%
+1,065
267
$60K 0.01%
+396
268
$59K 0.01%
+1,549
269
$59K 0.01%
+4,159
270
$58K 0.01%
+727
271
$58K 0.01%
+629
272
$56K 0.01%
+202
273
$54K 0.01%
+1,174
274
$54K 0.01%
+1,375
275
$53K 0.01%
+600
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