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
State Street 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
476
$2K ﹤0.01%
+10
477
$2K ﹤0.01%
+50
478
$2K ﹤0.01%
+40
479
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+15
480
$2K ﹤0.01%
+37
481
$2K ﹤0.01%
+27
482
$2K ﹤0.01%
+15
483
$2K ﹤0.01%
+37
484
$2K ﹤0.01%
+31
485
$2K ﹤0.01%
+54
486
$2K ﹤0.01%
+42
487
$2K ﹤0.01%
+8
488
$2K ﹤0.01%
+75
489
$2K ﹤0.01%
+15
490
$1K ﹤0.01%
+13
491
$1K ﹤0.01%
+21
492
$1K ﹤0.01%
+37
493
$1K ﹤0.01%
+14
494
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495
$1K ﹤0.01%
+56
496
$1K ﹤0.01%
+29
497
$1K ﹤0.01%
+50
498
$1K ﹤0.01%
+13
499
$0 ﹤0.01%
+4
500
$0 ﹤0.01%
+8
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