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
$498M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.03%
3 Financials 2.97%
4 Communication Services 1.65%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
+408
427
$9K ﹤0.01%
+27
428
$9K ﹤0.01%
+132
429
$9K ﹤0.01%
+500
430
$9K ﹤0.01%
+60
431
$8K ﹤0.01%
+47
432
$8K ﹤0.01%
+105
433
$8K ﹤0.01%
+279
434
$8K ﹤0.01%
+169
435
$8K ﹤0.01%
+50
436
$8K ﹤0.01%
+125
437
$8K ﹤0.01%
+152
438
$7K ﹤0.01%
+34
439
$7K ﹤0.01%
+8
440
$7K ﹤0.01%
+295
441
$7K ﹤0.01%
+33
442
$7K ﹤0.01%
+5
443
$7K ﹤0.01%
+130
444
$6K ﹤0.01%
+55
445
$6K ﹤0.01%
+106
446
$6K ﹤0.01%
+375
447
$6K ﹤0.01%
+105
448
$6K ﹤0.01%
+24
449
$6K ﹤0.01%
+21
450
$6K ﹤0.01%
+209