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
376
$22K ﹤0.01%
224
-24
377
$22K ﹤0.01%
+117
378
$22K ﹤0.01%
257
379
$22K ﹤0.01%
200
380
$22K ﹤0.01%
300
381
$21K ﹤0.01%
719
382
$21K ﹤0.01%
182
-99
383
$20K ﹤0.01%
273
384
$20K ﹤0.01%
+352
385
$20K ﹤0.01%
547
386
$20K ﹤0.01%
+675
387
$20K ﹤0.01%
192
388
$19K ﹤0.01%
+719
389
$19K ﹤0.01%
282
-79
390
$18K ﹤0.01%
+438
391
$18K ﹤0.01%
109
392
$18K ﹤0.01%
390
393
$18K ﹤0.01%
161
-71
394
$17K ﹤0.01%
305
395
$17K ﹤0.01%
270
396
$17K ﹤0.01%
150
397
$17K ﹤0.01%
200
398
$16K ﹤0.01%
114
399
$16K ﹤0.01%
27
-140
400
$16K ﹤0.01%
526
14 15
16
17 18