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
276
$74K 0.01%
1,236
277
$73K 0.01%
737
+4
278
$72K 0.01%
+8,076
279
$72K 0.01%
1,000
280
$72K 0.01%
1,091
281
$72K 0.01%
1,352
-134
282
$71K 0.01%
+1,500
283
$70K 0.01%
2,270
284
$69K 0.01%
700
+100
285
$69K 0.01%
1,008
286
$69K 0.01%
2,619
-13,671
287
$68K 0.01%
1,073
+2
288
$67K 0.01%
1,369
-3,028
289
$67K 0.01%
841
-44
290
$66K 0.01%
610
-1,285
291
$65K 0.01%
2,765
-114,912
292
$64K 0.01%
1,174
293
$63K 0.01%
566
+22
294
$61K 0.01%
599
-1,409
295
$61K 0.01%
444
296
$60K 0.01%
+1,300
297
$60K 0.01%
368
298
$60K 0.01%
912
-9,232
299
$60K 0.01%
483
-31
300
$59K 0.01%
+4,500
10 11
12
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