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
501
$8.56K ﹤0.01%
69
502
$8.44K ﹤0.01%
+320
503
$8.37K ﹤0.01%
53
504
$8.33K ﹤0.01%
78
505
$8.3K ﹤0.01%
+304
506
$8.07K ﹤0.01%
35
-1,295
507
$8.04K ﹤0.01%
+108
508
$7.99K ﹤0.01%
78
509
$7.97K ﹤0.01%
212
-8
510
$7.91K ﹤0.01%
33
511
$7.8K ﹤0.01%
47
512
$7.73K ﹤0.01%
155
513
$7.73K ﹤0.01%
41
514
$7.71K ﹤0.01%
3,507
515
$7.62K ﹤0.01%
572
516
$7.57K ﹤0.01%
98
517
$7.51K ﹤0.01%
+55
518
$7.36K ﹤0.01%
146
-1,526
519
$7.35K ﹤0.01%
64
520
$7.23K ﹤0.01%
5
521
$7.17K ﹤0.01%
173
522
$7.11K ﹤0.01%
470
-100,950
523
$7.06K ﹤0.01%
27
524
$6.96K ﹤0.01%
39
525
$6.88K ﹤0.01%
2,331
19 20
21
22 23