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
276
$53K 0.01%
+445
277
$52K 0.01%
+544
278
$52K 0.01%
+831
279
$51K 0.01%
+926
280
$51K 0.01%
+715
281
$51K 0.01%
+576
282
$50K 0.01%
+544
283
$50K 0.01%
+659
284
$50K 0.01%
+444
285
$49K 0.01%
+2,137
286
$48K 0.01%
+600
287
$48K 0.01%
+662
288
$48K 0.01%
+1,000
289
$47K 0.01%
+882
290
$46K 0.01%
+671
291
$45K 0.01%
+173
292
$45K 0.01%
+1,481
293
$45K 0.01%
+1,330
294
$45K 0.01%
+2,824
295
$45K 0.01%
+200
296
$45K 0.01%
+667
297
$43K 0.01%
+258
298
$42K 0.01%
+130
299
$42K 0.01%
+358
300
$42K 0.01%
+515
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