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

Top Buys

1
+$14.9M
2
+$13.2M
3
+$11.1M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$10.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.77M

Top Sells

1
+$10.3M
2
+$7.76M
3
+$7.42M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.16M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$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%
50
-82,293
477
$4K ﹤0.01%
29
478
$4K ﹤0.01%
101
479
$3K ﹤0.01%
+108
480
$3K ﹤0.01%
37
-50,418
481
$3K ﹤0.01%
+100
482
$3K ﹤0.01%
+106
483
$3K ﹤0.01%
15
484
$3K ﹤0.01%
37
485
$3K ﹤0.01%
21
486
$3K ﹤0.01%
37
487
$3K ﹤0.01%
+15
488
$3K ﹤0.01%
8
489
$3K ﹤0.01%
6
490
$3K ﹤0.01%
68
491
$2K ﹤0.01%
40
492
$2K ﹤0.01%
+45
493
$2K ﹤0.01%
15
494
$2K ﹤0.01%
10
495
$2K ﹤0.01%
100
496
$2K ﹤0.01%
42
497
$2K ﹤0.01%
27
-1,762
498
$2K ﹤0.01%
31
499
$2K ﹤0.01%
45
500
$2K ﹤0.01%
44
18 19
20
21 22