DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
This Quarter Return
-0.92%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$498M
AUM Growth
+$498M
(-4.7%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-3.75%
Top 10 Holdings %
Top 10 Hldgs %
28.53%
Holding
527
New
345
Increased
43
Reduced
109
Closed
5
Top Buys
Top Sells
| 1 |
Equifax
EFX
|
$4.9M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.75M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$2.7M |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$2.59M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.02M |
Sector Composition
| 1 | Consumer Discretionary | 3.44% |
| 2 | Technology | 3.03% |
| 3 | Financials | 2.97% |
| 4 | Communication Services | 1.65% |
| 5 | Healthcare | 0.48% |
