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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7M 1.28%
16
+1
27
$6.55M 1.25%
68,404
+621
28
$6.15M 1.18%
58,710
-974
29
$6.13M 1.17%
14,270
+2,836
30
$6.06M 1.16%
120,104
-5,782
31
$6M 1.15%
232,906
+12,704
32
$5.86M 1.12%
21,096
-108
33
$5.73M 1.1%
109,487
+10,473
34
$5.68M 1.09%
213,630
+1,729
35
$5.58M 1.07%
20,602
+4,237
36
$5.5M 1.05%
81,827
+11,197
37
$5.46M 1.05%
116,811
+2,996
38
$5.38M 1.03%
131,765
-5,778
39
$5.37M 1.03%
15,159
-140
40
$5.3M 1.02%
64,446
+9,547
41
$5.1M 0.98%
49,985
-41,081
42
$5.08M 0.97%
49,073
43
$5.05M 0.97%
76,237
-7,229
44
$5.03M 0.96%
205,384
-137,541
45
$5.01M 0.96%
98,457
-3,976
46
$4.9M 0.94%
+20,467
47
$4.8M 0.92%
39,360
+840
48
$4.77M 0.91%
180,361
+3,484
49
$4.37M 0.84%
69,129
+4,160
50
$4.07M 0.78%
146,656
-13,453
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