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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,290
352
– –
-390
353
– –
-400
354
– –
-67
355
– –
-535
356
– –
-37
357
– –
-764
358
– –
-2,137
359
– –
-1,330
360
– –
-31
361
– –
-165
362
– –
-501
363
– –
-8
364
– –
-39
365
– –
-72
366
– –
-204
367
– –
-195
368
– –
-183
369
– –
-1,613
370
– –
-1,130
371
– –
-396
372
– –
-129
373
– –
-2,363
374
– –
-108
375
– –
-943
13 14
15
16 17