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
State Street 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
376
$16K ﹤0.01%
+108
377
$16K ﹤0.01%
+231
378
$15K ﹤0.01%
+460
379
$15K ﹤0.01%
+202
380
$14K ﹤0.01%
+338
381
$14K ﹤0.01%
+109
382
$14K ﹤0.01%
+150
383
$14K ﹤0.01%
+303
384
$13K ﹤0.01%
+401
385
$13K ﹤0.01%
+305
386
$13K ﹤0.01%
+273
387
$13K ﹤0.01%
+526
388
$13K ﹤0.01%
+210
389
$13K ﹤0.01%
+142
390
$13K ﹤0.01%
+162
391
$13K ﹤0.01%
+258
392
$13K ﹤0.01%
+81
393
$12K ﹤0.01%
+180
394
$12K ﹤0.01%
+390
395
$11K ﹤0.01%
+500
396
$11K ﹤0.01%
+240
397
$11K ﹤0.01%
+50
398
$11K ﹤0.01%
+484
399
$11K ﹤0.01%
+97
400
$10K ﹤0.01%
+46
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