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
401
$19.5K ﹤0.01%
840
402
$19.4K ﹤0.01%
50
+14
403
$19.2K ﹤0.01%
+336
404
$19.2K ﹤0.01%
6,900
405
$19K ﹤0.01%
+121
406
$18.9K ﹤0.01%
224
407
$18.9K ﹤0.01%
160
408
$18.8K ﹤0.01%
+544
409
$18.6K ﹤0.01%
719
410
$18.4K ﹤0.01%
+183
411
$18.4K ﹤0.01%
1,000
412
$18.3K ﹤0.01%
78
413
$18.3K ﹤0.01%
257
414
$18.3K ﹤0.01%
180
+2
415
$18.3K ﹤0.01%
+173
416
$18.2K ﹤0.01%
281
-173
417
$18.2K ﹤0.01%
+168
418
$18K ﹤0.01%
282
419
$17.7K ﹤0.01%
125
420
$17.7K ﹤0.01%
+269
421
$17.1K ﹤0.01%
+331
422
$17K ﹤0.01%
438
423
$16.8K ﹤0.01%
500
424
$16.8K ﹤0.01%
+216
425
$16.7K ﹤0.01%
83
15 16
17
18 19