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
401
$16K ﹤0.01%
1,350
402
$16K ﹤0.01%
173
+2
403
$16K ﹤0.01%
321
404
$16K ﹤0.01%
2,000
405
$15K ﹤0.01%
266
406
$15K ﹤0.01%
396
+132
407
$15K ﹤0.01%
401
408
$14K ﹤0.01%
460
409
$14K ﹤0.01%
500
410
$13K ﹤0.01%
300
411
$13K ﹤0.01%
50
412
$13K ﹤0.01%
+100
413
$13K ﹤0.01%
258
414
$12K ﹤0.01%
240
415
$12K ﹤0.01%
142
416
$12K ﹤0.01%
91
417
$12K ﹤0.01%
45
418
$12K ﹤0.01%
311
419
$12K ﹤0.01%
18
420
$12K ﹤0.01%
500
421
$11K ﹤0.01%
27
422
$11K ﹤0.01%
+311
423
$11K ﹤0.01%
+500
424
$11K ﹤0.01%
97
425
$10K ﹤0.01%
+500
15 16
17
18 19