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
426
$10K ﹤0.01%
46
427
$10K ﹤0.01%
173
428
$10K ﹤0.01%
109
429
$10K ﹤0.01%
50
430
$10K ﹤0.01%
299
+2
431
$10K ﹤0.01%
56
432
$10K ﹤0.01%
+100
433
$9K ﹤0.01%
44
434
$9K ﹤0.01%
105
435
$9K ﹤0.01%
169
436
$9K ﹤0.01%
+200
437
$9K ﹤0.01%
163
438
$9K ﹤0.01%
+325
439
$9K ﹤0.01%
+425
440
$9K ﹤0.01%
60
441
$9K ﹤0.01%
1,000
442
$8K ﹤0.01%
74
443
$8K ﹤0.01%
+562
444
$8K ﹤0.01%
33
445
$8K ﹤0.01%
+500
446
$8K ﹤0.01%
62
-19
447
$8K ﹤0.01%
43
-282
448
$7K ﹤0.01%
55
-538
449
$7K ﹤0.01%
105
450
$7K ﹤0.01%
31
16 17
18
19 20