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
451
$7K ﹤0.01%
5
452
$7K ﹤0.01%
113
453
$7K ﹤0.01%
+100
454
$7K ﹤0.01%
152
455
$6K ﹤0.01%
115
-155
456
$6K ﹤0.01%
+1,000
457
$6K ﹤0.01%
47
458
$6K ﹤0.01%
8
459
$6K ﹤0.01%
189
460
$6K ﹤0.01%
15
461
$6K ﹤0.01%
471
-2,451
462
$6K ﹤0.01%
27
463
$6K ﹤0.01%
180
-110
464
$6K ﹤0.01%
+59
465
$5K ﹤0.01%
+100
466
$5K ﹤0.01%
16
467
$5K ﹤0.01%
200
-196
468
$5K ﹤0.01%
+300
469
$5K ﹤0.01%
+94
470
$4K ﹤0.01%
195
471
$4K ﹤0.01%
77
+40
472
$4K ﹤0.01%
+15
473
$4K ﹤0.01%
93
-140,333
474
$4K ﹤0.01%
43
-89
475
$4K ﹤0.01%
200
17 18
19
20 21