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
$514M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.4M
3
+$12.3M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.71M

Top Sells

1
+$10.1M
2
+$7.56M
3
+$7.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$7.24M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.96M

Sector Composition

1 Financials 4.46%
2 Technology 3.91%
3 Consumer Discretionary 3.74%
4 Communication Services 1.92%
5 Utilities 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$96K 0.02%
1,085
+426
252
$96K 0.02%
968
+297
253
$95K 0.02%
2,126
+2,045
254
$95K 0.02%
+1,569
255
$95K 0.02%
994
256
$93K 0.02%
1,031
+389
257
$93K 0.02%
681
258
$92K 0.02%
1,036
+393
259
$91K 0.02%
2,544
+908
260
$90K 0.02%
+3,000
261
$90K 0.02%
659
+243
262
$89K 0.02%
842
+711
263
$89K 0.02%
160
+36
264
$89K 0.02%
850
+150
265
$87K 0.02%
+1,038
266
$83K 0.02%
1,500
267
$82K 0.02%
5,260
-1,647
268
$81K 0.02%
233
269
$81K 0.02%
344
+77
270
$78K 0.02%
1,220
271
$78K 0.02%
3,257
-1,268
272
$78K 0.02%
427
+5
273
$77K 0.02%
184
-23
274
$76K 0.01%
1,577
275
$74K 0.01%
610
-1,867
9 10
11
12 13