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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,582
402
– –
-1,749
403
– –
-55
404
– –
-37
405
– –
-638
406
– –
-45
407
– –
-206
408
– –
-1,468
409
– –
-101
410
– –
-570
411
– –
-169
412
– –
-67
413
– –
-15
414
– –
-1,344
415
– –
-14
416
– –
-47
417
– –
-37
418
– –
-267
419
– –
-416
420
– –
-164
421
– –
-12
422
– –
-440
423
– –
-59
424
– –
-21
425
– –
-27
15 16
17
18 19