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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.87K ﹤0.01%
+193
477
$9.82K ﹤0.01%
62
-13,744
478
$9.8K ﹤0.01%
147
-4,749
479
$9.73K ﹤0.01%
109
480
$9.67K ﹤0.01%
+85
481
$9.65K ﹤0.01%
400
482
$9.63K ﹤0.01%
+274
483
$9.56K ﹤0.01%
76
484
$9.49K ﹤0.01%
45
485
$9.48K ﹤0.01%
84
486
$9.48K ﹤0.01%
60
487
$9.46K ﹤0.01%
125
488
$9.44K ﹤0.01%
150
-4,324
489
$9.43K ﹤0.01%
+38
490
$9.35K ﹤0.01%
308
491
$9.34K ﹤0.01%
169
492
$9.32K ﹤0.01%
+430
493
$9.31K ﹤0.01%
450
494
$9.05K ﹤0.01%
+147
495
$9.05K ﹤0.01%
351
+6
496
$8.95K ﹤0.01%
+185
497
$8.72K ﹤0.01%
80
+62
498
$8.72K ﹤0.01%
50
499
$8.62K ﹤0.01%
502
+2
500
$8.61K ﹤0.01%
364
-162
18 19
20
21 22