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
$514M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.4M
3
+$12.3M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.71M

Top Sells

1
+$10.1M
2
+$7.56M
3
+$7.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$7.24M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.96M

Sector Composition

1 Financials 4.46%
2 Technology 3.91%
3 Consumer Discretionary 3.74%
4 Communication Services 1.92%
5 Utilities 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$42K 0.01%
272
327
$41K 0.01%
+1,600
328
$41K 0.01%
313
+13
329
$41K 0.01%
+1,500
330
$41K 0.01%
781
331
$40K 0.01%
755
+80
332
$40K 0.01%
859
-195
333
$40K 0.01%
484
-89,546
334
$40K 0.01%
533
335
$39K 0.01%
183
+12
336
$39K 0.01%
471
337
$39K 0.01%
465
338
$39K 0.01%
1,532
339
$37K 0.01%
500
340
$37K 0.01%
138
+4
341
$37K 0.01%
654
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342
$37K 0.01%
1,410
343
$36K 0.01%
+1,151
344
$36K 0.01%
455
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345
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346
$35K 0.01%
1,337
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347
$35K 0.01%
+1,000
348
$35K 0.01%
700
349
$35K 0.01%
451
-276
350
$34K 0.01%
69
12 13
14
15 16