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
451
$6K ﹤0.01%
+29
452
$5K ﹤0.01%
+16
453
$5K ﹤0.01%
+126
454
$5K ﹤0.01%
+86
455
$5K ﹤0.01%
+48
456
$5K ﹤0.01%
+100
457
$5K ﹤0.01%
+306
458
$5K ﹤0.01%
+50
459
$5K ﹤0.01%
+12
460
$5K ﹤0.01%
+163
461
$5K ﹤0.01%
+200
462
$5K ﹤0.01%
+13
463
$5K ﹤0.01%
+26
464
$5K ﹤0.01%
+29
465
$5K ﹤0.01%
+96
466
$5K ﹤0.01%
+101
467
$4K ﹤0.01%
+59
468
$4K ﹤0.01%
+52
469
$4K ﹤0.01%
+128
470
$4K ﹤0.01%
+27
471
$4K ﹤0.01%
+10
472
$4K ﹤0.01%
+104
473
$4K ﹤0.01%
+34
474
$4K ﹤0.01%
+320
475
$4K ﹤0.01%
+68