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
426
$16.6K ﹤0.01%
+450
427
$16.3K ﹤0.01%
470
428
$16.3K ﹤0.01%
950
429
$16.1K ﹤0.01%
570
430
$16.1K ﹤0.01%
300
431
$15.6K ﹤0.01%
270
432
$15.2K ﹤0.01%
+617
433
$15.2K ﹤0.01%
49
434
$15.1K ﹤0.01%
662
-870
435
$14.9K ﹤0.01%
215
-57,285
436
$14.9K ﹤0.01%
+606
437
$14.8K ﹤0.01%
65
+20
438
$14.8K ﹤0.01%
27
439
$14.3K ﹤0.01%
424
440
$14.2K ﹤0.01%
150
+108
441
$14K ﹤0.01%
460
442
$14K ﹤0.01%
100,000
443
$13.8K ﹤0.01%
97
444
$13.6K ﹤0.01%
107
445
$13.5K ﹤0.01%
236
446
$13.3K ﹤0.01%
150
447
$13K ﹤0.01%
174
+10
448
$12.7K ﹤0.01%
257
449
$12.6K ﹤0.01%
+118
450
$12.5K ﹤0.01%
240