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
326
$38.2K 0.01%
2,116
327
$36.8K 0.01%
+316
328
$36.7K 0.01%
+1,887
329
$36.6K 0.01%
400
+199
330
$36.2K 0.01%
301
+180
331
$36.2K 0.01%
1,286
-6,903
332
$34.8K 0.01%
+634
333
$34.6K 0.01%
+708
334
$34.6K 0.01%
1,922
+577
335
$33.6K 0.01%
432
+110
336
$33.3K 0.01%
1,379
+14
337
$33.3K 0.01%
535
+4
338
$33.3K 0.01%
91
+45
339
$33.1K 0.01%
100
-170
340
$33K 0.01%
249
+38
341
$32.9K 0.01%
653
+196
342
$32.9K 0.01%
345
343
$32.8K 0.01%
209
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344
$32.6K 0.01%
276
+94
345
$32.2K 0.01%
+2,000
346
$31.9K 0.01%
365
-122
347
$31.7K 0.01%
767
348
$31.6K 0.01%
509
+188
349
$31.2K 0.01%
893
+150
350
$30.3K 0.01%
352
12 13
14
15 16