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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K ﹤0.01%
+206
377
$23K ﹤0.01%
706
378
$23K ﹤0.01%
534
379
$23K ﹤0.01%
+223
380
$23K ﹤0.01%
150
381
$23K ﹤0.01%
910
382
$22K ﹤0.01%
454
383
$22K ﹤0.01%
206
384
$22K ﹤0.01%
719
-2,673
385
$22K ﹤0.01%
270
386
$22K ﹤0.01%
201
387
$22K ﹤0.01%
324
388
$21K ﹤0.01%
547
389
$21K ﹤0.01%
109
390
$20K ﹤0.01%
257
391
$20K ﹤0.01%
+192
392
$19K ﹤0.01%
273
393
$19K ﹤0.01%
171
394
$19K ﹤0.01%
603
-127
395
$19K ﹤0.01%
+386
396
$19K ﹤0.01%
231
397
$19K ﹤0.01%
300
398
$18K ﹤0.01%
300
399
$18K ﹤0.01%
150
400
$18K ﹤0.01%
390
14 15
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