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
251
$72.6K 0.02%
979
+700
252
$71.9K 0.02%
3,308
253
$69.3K 0.02%
2,751
+132
254
$68.8K 0.01%
742
+143
255
$68.7K 0.01%
416
-6
256
$68.5K 0.01%
505
+455
257
$67.9K 0.01%
994
258
$65.8K 0.01%
2,781
259
$65.6K 0.01%
5,341
+81
260
$65.3K 0.01%
1,082
+3
261
$64.6K 0.01%
621
-527
262
$63.9K 0.01%
1,236
263
$63.9K 0.01%
+2,000
264
$63.8K 0.01%
1,008
265
$63.7K 0.01%
+439
266
$62.9K 0.01%
758
-4,038
267
$61.6K 0.01%
231
+58
268
$61.6K 0.01%
1,091
269
$61.6K 0.01%
818
-108,387
270
$59.9K 0.01%
733
+262
271
$59.7K 0.01%
3,925
272
$59.7K 0.01%
+660
273
$59.7K 0.01%
1,327
+546
274
$59.2K 0.01%
1,310
+7
275
$59.1K 0.01%
3,257
9 10
11
12 13