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
326
$31K 0.01%
+412
327
$30K 0.01%
+700
328
$30K 0.01%
+3,389
329
$30K 0.01%
+471
330
$30K 0.01%
+634
331
$30K 0.01%
+221
332
$29K 0.01%
+400
333
$29K 0.01%
+250
334
$27K 0.01%
+117
335
$26K 0.01%
+171
336
$26K 0.01%
+164
337
$26K 0.01%
+454
338
$25K 0.01%
+227
339
$25K 0.01%
+112
340
$25K 0.01%
+537
341
$25K 0.01%
+1,278
342
$24K 0.01%
+180
343
$24K 0.01%
+1,471
344
$24K 0.01%
+281
345
$23K ﹤0.01%
+270
346
$23K ﹤0.01%
+401
347
$23K ﹤0.01%
+450
348
$23K ﹤0.01%
+490
349
$23K ﹤0.01%
+211
350
$23K ﹤0.01%
+435
12 13
14
15 16