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
$514M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.4M
3
+$12.3M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.71M

Top Sells

1
+$10.1M
2
+$7.56M
3
+$7.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$7.24M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.96M

Sector Composition

1 Financials 4.46%
2 Technology 3.91%
3 Consumer Discretionary 3.74%
4 Communication Services 1.92%
5 Utilities 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
195
477
$4K ﹤0.01%
200
478
$4K ﹤0.01%
101
479
$3K ﹤0.01%
37
480
$3K ﹤0.01%
21
481
$3K ﹤0.01%
15
482
$3K ﹤0.01%
37
483
$3K ﹤0.01%
+15
484
$3K ﹤0.01%
6
485
$3K ﹤0.01%
68
486
$3K ﹤0.01%
+108
487
$3K ﹤0.01%
37
-50,418
488
$3K ﹤0.01%
+100
489
$3K ﹤0.01%
+106
490
$3K ﹤0.01%
8
491
$2K ﹤0.01%
75
492
$2K ﹤0.01%
40
493
$2K ﹤0.01%
+45
494
$2K ﹤0.01%
15
495
$2K ﹤0.01%
10
496
$2K ﹤0.01%
100
497
$2K ﹤0.01%
42
498
$2K ﹤0.01%
50
499
$2K ﹤0.01%
26
500
$2K ﹤0.01%
27
-1,762
18 19
20
21 22