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
351
$30.3K 0.01%
+1,734
352
$30.1K 0.01%
1,410
353
$30.1K 0.01%
444
+92
354
$30K 0.01%
1,038
+319
355
$29.6K 0.01%
65
+37
356
$29.3K 0.01%
1,236
-10,042
357
$29.1K 0.01%
132
-68
358
$29.1K 0.01%
91
359
$29K 0.01%
828
+297
360
$28.8K 0.01%
182
+136
361
$28.5K 0.01%
89
362
$27.8K 0.01%
453
363
$27.5K 0.01%
130
364
$27.5K 0.01%
303
+86
365
$26.2K 0.01%
51
-93
366
$26K 0.01%
+550
367
$25.8K 0.01%
92
+60
368
$25.5K 0.01%
344
369
$25.3K 0.01%
+1,033
370
$25.1K 0.01%
49
371
$24.9K 0.01%
500
372
$24.4K 0.01%
260
373
$24.4K 0.01%
181
374
$24.1K 0.01%
381
375
$23.6K 0.01%
3,400
13 14
15
16 17