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
$498M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.03%
3 Financials 2.97%
4 Communication Services 1.65%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$3K ﹤0.01%
+20
477
$3K ﹤0.01%
+94
478
$3K ﹤0.01%
+81
479
$3K ﹤0.01%
+37
480
$3K ﹤0.01%
+100
481
$3K ﹤0.01%
+8
482
$3K ﹤0.01%
+120
483
$3K ﹤0.01%
+6
484
$3K ﹤0.01%
+133
485
$3K ﹤0.01%
+75
486
$2K ﹤0.01%
+40
487
$2K ﹤0.01%
+50
488
$2K ﹤0.01%
+37
489
$2K ﹤0.01%
+536
490
$2K ﹤0.01%
+37
491
$2K ﹤0.01%
+15
492
$2K ﹤0.01%
+15
493
$2K ﹤0.01%
+31
494
$2K ﹤0.01%
+54
495
$2K ﹤0.01%
+42
496
$2K ﹤0.01%
+50
497
$2K ﹤0.01%
+100
498
$1K ﹤0.01%
+100
499
$1K ﹤0.01%
+13
500
$1K ﹤0.01%
+21