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
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
351
$23K ﹤0.01%
+1,160
352
$23K ﹤0.01%
+272
353
$23K ﹤0.01%
+910
354
$22K ﹤0.01%
+454
355
$22K ﹤0.01%
+359
356
$22K ﹤0.01%
+194
357
$22K ﹤0.01%
+834
358
$22K ﹤0.01%
+2,973
359
$21K ﹤0.01%
+84
360
$21K ﹤0.01%
+878
361
$21K ﹤0.01%
+256
362
$20K ﹤0.01%
+801
363
$20K ﹤0.01%
+324
364
$19K ﹤0.01%
+26
365
$19K ﹤0.01%
+706
366
$19K ﹤0.01%
+118
367
$19K ﹤0.01%
+45
368
$19K ﹤0.01%
+257
369
$19K ﹤0.01%
+387
370
$18K ﹤0.01%
+76
371
$17K ﹤0.01%
+203
372
$17K ﹤0.01%
+126
373
$17K ﹤0.01%
+220
374
$17K ﹤0.01%
+311
375
$17K ﹤0.01%
+1,044
13 14
15
16 17