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
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
401
$10K ﹤0.01%
+213
402
$10K ﹤0.01%
+147
403
$10K ﹤0.01%
+91
404
$10K ﹤0.01%
+104
405
$10K ﹤0.01%
+125
406
$10K ﹤0.01%
+1,000
407
$9K ﹤0.01%
+18
408
$9K ﹤0.01%
+424
409
$9K ﹤0.01%
+229
410
$9K ﹤0.01%
+173
411
$9K ﹤0.01%
+13
412
$9K ﹤0.01%
+1,344
413
$9K ﹤0.01%
+48
414
$9K ﹤0.01%
+266
415
$9K ﹤0.01%
+56
416
$9K ﹤0.01%
+300
417
$9K ﹤0.01%
+72
418
$8K ﹤0.01%
+34
419
$8K ﹤0.01%
+105
420
$8K ﹤0.01%
+41
421
$8K ﹤0.01%
+209
422
$8K ﹤0.01%
+132
423
$8K ﹤0.01%
+130
424
$7K ﹤0.01%
+131
425
$7K ﹤0.01%
+54
15 16
17
18 19