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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.5M
3
+$5.9M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.12M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$6.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.81M
5
JPXN icon
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.26M 1.35%
18,225
+320
27
$8.23M 1.34%
102,927
-2,062
28
$8.05M 1.31%
15,744
+2,398
29
$7.35M 1.2%
207,293
+5,926
30
$7.34M 1.2%
121,262
-13,033
31
$7M 1.14%
36,995
+2,304
32
$6.85M 1.12%
11,695
+1,256
33
$6.58M 1.08%
114,399
+5,395
34
$6.55M 1.07%
51,314
-870
35
$6.26M 1.02%
27,013
+24,953
36
$5.95M 0.97%
44,318
+29,976
37
$5.9M 0.96%
+78,955
38
$5.6M 0.92%
88,734
+5,531
39
$5.42M 0.88%
20,505
+427
40
$5.27M 0.86%
15,394
+191
41
$5.12M 0.84%
+103,391
42
$5.12M 0.84%
43,562
-1,212
43
$4.91M 0.8%
65,666
+1,153
44
$4.88M 0.8%
152,987
+2,107
45
$4.81M 0.79%
80,624
+708
46
$4.68M 0.77%
111,234
+2,250
47
$4.33M 0.71%
7,401
+121
48
$4.21M 0.69%
47,210
-180
49
$4.18M 0.68%
112,549
+3,000
50
$4.12M 0.67%
93,289
+2,260
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