DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
+$9.76M
2
+$8.73M
3
+$6.65M
4
EFX icon
Equifax
EFX
+$4.57M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.31M

Top Sells

1
+$4.08M
2
+$3.35M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.77M
5
NFLX icon
Netflix
NFLX
+$2.19M

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
426
– –
-390
427
– –
-400
428
– –
-67
429
– –
-535
430
– –
-847
431
– –
-368
432
– –
-270
433
– –
-84
434
– –
-700
435
– –
-103
436
– –
-2,572
437
– –
-273
438
– –
-450
439
– –
-38
440
– –
-723
441
– –
-15
442
– –
-4,132
443
– –
-748
444
– –
-1,265
445
– –
-13
446
– –
-460
447
– –
-2,874
448
– –
-158
449
– –
-36
450
– –
-203
16 17
18
19 20