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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
29
477
$6K ﹤0.01%
26
478
$6K ﹤0.01%
29
479
$6K ﹤0.01%
+1,000
480
$5K ﹤0.01%
86
481
$5K ﹤0.01%
306
482
$5K ﹤0.01%
50
483
$5K ﹤0.01%
37
-282
484
$5K ﹤0.01%
12
485
$5K ﹤0.01%
+113
486
$5K ﹤0.01%
8
487
$5K ﹤0.01%
+44
488
$5K ﹤0.01%
101
489
$4K ﹤0.01%
195
-100
490
$4K ﹤0.01%
81
491
$4K ﹤0.01%
+46
492
$4K ﹤0.01%
200
493
$4K ﹤0.01%
34
494
$4K ﹤0.01%
321
+1
495
$4K ﹤0.01%
+50
496
$3K ﹤0.01%
+145
497
$3K ﹤0.01%
94
498
$3K ﹤0.01%
+50
499
$3K ﹤0.01%
+70
500
$3K ﹤0.01%
37
18 19
20
21 22