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
501
$3K ﹤0.01%
10
502
$3K ﹤0.01%
54
503
$3K ﹤0.01%
6
504
$3K ﹤0.01%
68
505
$3K ﹤0.01%
75
506
$2K ﹤0.01%
15
507
$2K ﹤0.01%
37
-882
508
$2K ﹤0.01%
31
509
$2K ﹤0.01%
45
510
$2K ﹤0.01%
42
511
$2K ﹤0.01%
50
512
$2K ﹤0.01%
+40
513
$2K ﹤0.01%
20
514
$2K ﹤0.01%
+302
515
$2K ﹤0.01%
40
516
$2K ﹤0.01%
+100
517
$2K ﹤0.01%
37
518
$2K ﹤0.01%
+50
519
$2K ﹤0.01%
+85
520
$2K ﹤0.01%
15
521
$2K ﹤0.01%
+42
522
$2K ﹤0.01%
+100
523
$2K ﹤0.01%
133
524
$2K ﹤0.01%
100
525
$1K ﹤0.01%
+26
19 20
21
22 23