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
26
$5.52M 1.15%
+144,683
27
$5.5M 1.15%
+137,206
28
$5.48M 1.14%
+59,911
29
$5.45M 1.14%
+99,632
30
$5.43M 1.13%
+101,223
31
$5.35M 1.11%
+216,072
32
$5.33M 1.11%
+103,589
33
$5.32M 1.11%
+40,882
34
$5.21M 1.09%
+84,609
35
$5.18M 1.08%
+91,260
36
$4.9M 1.02%
+21,131
37
$4.89M 1.02%
+15,589
38
$4.6M 0.96%
+49,692
39
$4.47M 0.93%
+100,773
40
$4.38M 0.91%
+156,255
41
$4.15M 0.86%
+173,291
42
$3.98M 0.83%
+34,837
43
$3.49M 0.73%
+60,956
44
$3.46M 0.72%
+23,661
45
$3.4M 0.71%
+15,277
46
$3.08M 0.64%
+35,120
47
$2.93M 0.61%
+32,025
48
$2.86M 0.6%
+5,294
49
$2.74M 0.57%
+47,489
50
$2.59M 0.54%
+122,117
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