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
301
$59K 0.01%
1,174
302
$59K 0.01%
+226
303
$59K 0.01%
+233
304
$59K 0.01%
885
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305
$58K 0.01%
+1,046
306
$58K 0.01%
1,174
307
$57K 0.01%
544
308
$57K 0.01%
344
+27
309
$57K 0.01%
90
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310
$56K 0.01%
600
311
$56K 0.01%
943
312
$55K 0.01%
272
313
$55K 0.01%
258
314
$54K 0.01%
500
315
$54K 0.01%
2,128
316
$54K 0.01%
1,086
317
$53K 0.01%
1,054
318
$53K 0.01%
2,530
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319
$51K 0.01%
600
320
$51K 0.01%
368
321
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302
322
$51K 0.01%
667
323
$49K 0.01%
1,544
324
$49K 0.01%
+1,706
325
$49K 0.01%
+2,922
11 12
13
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