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
451
$12.5K ﹤0.01%
450
452
$12.3K ﹤0.01%
396
453
$12.3K ﹤0.01%
75
454
$12.2K ﹤0.01%
+142
455
$12.2K ﹤0.01%
233
456
$12.1K ﹤0.01%
115
457
$12.1K ﹤0.01%
500
458
$12.1K ﹤0.01%
331
-83,048
459
$12K ﹤0.01%
231
460
$12K ﹤0.01%
401
461
$11.9K ﹤0.01%
205
+113
462
$11.8K ﹤0.01%
51
463
$11.6K ﹤0.01%
203
464
$11.5K ﹤0.01%
131
465
$11.1K ﹤0.01%
153
466
$11K ﹤0.01%
+185
467
$11K ﹤0.01%
172
468
$10.8K ﹤0.01%
+680
469
$10.8K ﹤0.01%
230
470
$10.5K ﹤0.01%
179
471
$10.5K ﹤0.01%
91
472
$10.3K ﹤0.01%
+2,100
473
$10.3K ﹤0.01%
42
474
$10.2K ﹤0.01%
+224
475
$9.95K ﹤0.01%
+555