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
301
$46.1K 0.01%
1,455
302
$45.7K 0.01%
870
-1,398
303
$45.7K 0.01%
272
304
$45.7K 0.01%
1,056
-6,696
305
$45K 0.01%
+9,305
306
$44.5K 0.01%
+928
307
$44.5K 0.01%
633
308
$44.3K 0.01%
2,530
309
$44.1K 0.01%
984
310
$43.4K 0.01%
463
-2,768
311
$43.1K 0.01%
+961
312
$43.1K 0.01%
600
313
$42.3K 0.01%
328
+8
314
$41.8K 0.01%
863
+187
315
$40.9K 0.01%
500
316
$40.6K 0.01%
1,544
317
$40.3K 0.01%
1,089
+89
318
$40.2K 0.01%
883
+183
319
$40K 0.01%
+411
320
$39.7K 0.01%
338
-2,337
321
$39.5K 0.01%
559
+29
322
$39K 0.01%
858
-2,017
323
$38.6K 0.01%
1,767
-1,545
324
$38.6K 0.01%
222
-23
325
$38.4K 0.01%
+723
11 12
13
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