DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.59M 1.29%
75,784
+5,919
27
$9.48M 1.27%
69,821
+933
28
$9.36M 1.26%
225,140
+12,396
29
$9.23M 1.24%
19,005
+920
30
$9.16M 1.23%
365,808
+5,250
31
$8.87M 1.19%
+79,754
32
$8.74M 1.17%
113,032
+37,892
33
$8.47M 1.14%
16,639
+693
34
$8.3M 1.12%
15,052
-227
35
$7.79M 1.05%
181,981
-3,709
36
$7.39M 0.99%
82,045
-5,589
37
$7.28M 0.98%
54,350
+5,990
38
$6.97M 0.94%
122,671
+3,326
39
$6.9M 0.93%
9,350
+1,634
40
$6.84M 0.92%
50,158
+2,493
41
$6.56M 0.88%
49,204
-635
42
$6.25M 0.84%
245,008
+164,400
43
$6.1M 0.82%
163,880
+5,246
44
$6.07M 0.82%
122,003
+10,138
45
$6.03M 0.81%
9,758
-929
46
$5.87M 0.79%
38,972
-1,884
47
$5.76M 0.77%
61,731
+4,182
48
$5.55M 0.75%
17,474
+5,634
49
$5.55M 0.75%
43,153
-165
50
$5.51M 0.74%
109,599
+64,371
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