DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
-1.59%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$514M
AUM Growth
-$5.04M
(-0.97%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
31.62%
Holding
618
New
67
Increased
141
Reduced
122
Closed
79
Top Buys
Top Sells
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$10.1M |
| 2 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
+$7.56M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
+$7.4M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$7.24M |
| 5 |
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% |
