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
376
$23.6K 0.01%
470
+6
377
$23.6K 0.01%
+354
378
$23.5K 0.01%
140
+119
379
$23.2K 0.01%
200
380
$23K 0.01%
451
381
$22.9K 0.01%
194
382
$22.9K 0.01%
455
383
$22.5K ﹤0.01%
912
384
$22.5K ﹤0.01%
667
385
$22.1K ﹤0.01%
+320
386
$21.9K ﹤0.01%
390
387
$21.9K ﹤0.01%
827
+115
388
$21.8K ﹤0.01%
322
-501
389
$21.7K ﹤0.01%
172
+58
390
$21.7K ﹤0.01%
450
391
$21.3K ﹤0.01%
63
392
$21.2K ﹤0.01%
544
-368
393
$21K ﹤0.01%
+1,418
394
$20.9K ﹤0.01%
475
+170
395
$20.9K ﹤0.01%
673
+126
396
$20.5K ﹤0.01%
+238
397
$20.5K ﹤0.01%
272
398
$20.3K ﹤0.01%
331
+226
399
$20.2K ﹤0.01%
615
400
$20.1K ﹤0.01%
155
+16
14 15
16
17 18