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
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+96
452
$4K ﹤0.01%
+29
453
$4K ﹤0.01%
+172
454
$4K ﹤0.01%
+12
455
$4K ﹤0.01%
+306
456
$4K ﹤0.01%
+128
457
$4K ﹤0.01%
+98
458
$4K ﹤0.01%
+8
459
$4K ﹤0.01%
+58
460
$4K ﹤0.01%
+75
461
$4K ﹤0.01%
+127
462
$4K ﹤0.01%
+167
463
$4K ﹤0.01%
+48
464
$4K ﹤0.01%
+70
465
$3K ﹤0.01%
+133
466
$3K ﹤0.01%
+14
467
$3K ﹤0.01%
+34
468
$3K ﹤0.01%
+120
469
$3K ﹤0.01%
+55
470
$3K ﹤0.01%
+50
471
$3K ﹤0.01%
+118
472
$3K ﹤0.01%
+76
473
$2K ﹤0.01%
+15
474
$2K ﹤0.01%
+75
475
$2K ﹤0.01%
+8
17 18
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