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
501
$1K ﹤0.01%
+11
502
$1K ﹤0.01%
+33
503
$1K ﹤0.01%
+41
504
$1K ﹤0.01%
5
-1,144
505
$1K ﹤0.01%
+14
506
$1K ﹤0.01%
+45
507
$1K ﹤0.01%
+25
508
$1K ﹤0.01%
+10
509
$1K ﹤0.01%
+50
510
$1K ﹤0.01%
+29
511
$1K ﹤0.01%
+13
512
$1K ﹤0.01%
+14
513
$1K ﹤0.01%
+8
514
$1K ﹤0.01%
+100
515
$0 ﹤0.01%
+16
516
$0 ﹤0.01%
+3
517
-2,641
518
$0 ﹤0.01%
+1
519
-2,880
520
$0 ﹤0.01%
+1
521
$0 ﹤0.01%
+8
522
$0 ﹤0.01%
+1
523
-20,467
524
-1,500
525
$0 ﹤0.01%
+4