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
351
$34K 0.01%
292
-60
352
$33K 0.01%
164
353
$33K 0.01%
89
+77
354
$33K 0.01%
+100,000
355
$32K 0.01%
6,900
356
$32K 0.01%
3,400
357
$31K 0.01%
1,166
-540
358
$31K 0.01%
280
-78
359
$30K 0.01%
+368
360
$29K 0.01%
260
361
$29K 0.01%
181
-121
362
$28K 0.01%
112
363
$28K 0.01%
123
364
$27K 0.01%
+1,300
365
$27K 0.01%
150
366
$25K ﹤0.01%
450
367
$24K ﹤0.01%
+283
368
$24K ﹤0.01%
+354
369
$23K ﹤0.01%
67
370
$23K ﹤0.01%
148
+14
371
$23K ﹤0.01%
+455
372
$23K ﹤0.01%
912
-406
373
$23K ﹤0.01%
144
-106
374
$23K ﹤0.01%
500
+458
375
$22K ﹤0.01%
201
13 14
15
16 17