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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80K 0.02%
1,758
252
$80K 0.02%
422
253
$80K 0.02%
1,220
254
$80K 0.02%
+1,577
255
$80K 0.02%
124
256
$79K 0.02%
409
+74
257
$79K 0.02%
1,236
258
$79K 0.02%
325
+18
259
$78K 0.02%
507
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260
$78K 0.02%
2,823
+530
261
$76K 0.01%
582
+108
262
$76K 0.01%
514
263
$74K 0.01%
1,081
+211
264
$74K 0.01%
656
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265
$72K 0.01%
173
266
$72K 0.01%
1,950
+118
267
$70K 0.01%
416
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268
$69K 0.01%
593
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269
$69K 0.01%
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270
$69K 0.01%
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271
$69K 0.01%
1,531
+137
272
$68K 0.01%
+2,194
273
$68K 0.01%
267
274
$67K 0.01%
643
+43
275
$67K 0.01%
1,636
+76
9 10
11
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