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
276
$66K 0.01%
1,171
+766
277
$66K 0.01%
352
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278
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116
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621
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281
$64K 0.01%
368
282
$64K 0.01%
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283
$64K 0.01%
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284
$64K 0.01%
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285
$64K 0.01%
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286
$64K 0.01%
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$64K 0.01%
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288
$63K 0.01%
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289
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$63K 0.01%
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291
$62K 0.01%
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292
$62K 0.01%
727
293
$62K 0.01%
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294
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296
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298
$60K 0.01%
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299
$59K 0.01%
658
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300
$59K 0.01%
379
+21
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