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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
311
427
$12K ﹤0.01%
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428
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429
$12K ﹤0.01%
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$12K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
97
436
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44
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20
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$11K ﹤0.01%
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$11K ﹤0.01%
147
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$10K ﹤0.01%
229
442
$10K ﹤0.01%
+109
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$10K ﹤0.01%
500
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50
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$10K ﹤0.01%
60
448
$10K ﹤0.01%
+264
449
$10K ﹤0.01%
56
450
$9K ﹤0.01%
74
-660
16 17
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