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
State Street 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
301
$41K 0.01%
+658
302
$41K 0.01%
+434
303
$41K 0.01%
+196
304
$41K 0.01%
+1,008
305
$41K 0.01%
+302
306
$40K 0.01%
+1,000
307
$40K 0.01%
+148
308
$39K 0.01%
+272
309
$38K 0.01%
+1,544
310
$38K 0.01%
+148
311
$37K 0.01%
+316
312
$36K 0.01%
+200
313
$36K 0.01%
+2,128
314
$35K 0.01%
+837
315
$35K 0.01%
+200
316
$34K 0.01%
+3,400
317
$34K 0.01%
+500
318
$34K 0.01%
+781
319
$34K 0.01%
+500
320
$34K 0.01%
+819
321
$33K 0.01%
+142
322
$33K 0.01%
+134
323
$33K 0.01%
+510
324
$33K 0.01%
+1,318
325
$33K 0.01%
+232
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