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
276
$58.5K 0.01%
+1,915
277
$58K 0.01%
+550
278
$57.6K 0.01%
600
279
$57.6K 0.01%
+2,240
280
$56.5K 0.01%
1,241
-63
281
$56.4K 0.01%
757
282
$56.3K 0.01%
1,290
283
$55.5K 0.01%
818
+10
284
$55K 0.01%
657
-79
285
$54.8K 0.01%
1,554
-324,200
286
$53.7K 0.01%
162
-17
287
$53.6K 0.01%
+2,435
288
$52.9K 0.01%
1,000
289
$52.8K 0.01%
1,156
-5,880
290
$51.7K 0.01%
1,174
291
$51.1K 0.01%
465
+300
292
$51K 0.01%
1,036
293
$50.4K 0.01%
2,951
-203,129
294
$50.2K 0.01%
603
295
$49.9K 0.01%
943
296
$48.5K 0.01%
1,174
297
$48.4K 0.01%
14,414
+14,112
298
$48.4K 0.01%
+1,634
299
$47.6K 0.01%
1,107
+6
300
$46.8K 0.01%
332
+32
10 11
12
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