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
526
$6.88K ﹤0.01%
+136
527
$6.87K ﹤0.01%
33
-15
528
$6.87K ﹤0.01%
+450
529
$6.81K ﹤0.01%
+191
530
$6.8K ﹤0.01%
66
531
$6.79K ﹤0.01%
+400
532
$6.76K ﹤0.01%
169
533
$6.74K ﹤0.01%
449
+423
534
$6.61K ﹤0.01%
341
-2,088
535
$6.58K ﹤0.01%
+19
536
$6.58K ﹤0.01%
200
537
$6.55K ﹤0.01%
20
538
$6.44K ﹤0.01%
94
539
$6.43K ﹤0.01%
+50
540
$6.37K ﹤0.01%
471
541
$6.31K ﹤0.01%
220
542
$6.31K ﹤0.01%
84
543
$6.29K ﹤0.01%
+143
544
$6.29K ﹤0.01%
663
-1,072
545
$6.07K ﹤0.01%
168
546
$6.07K ﹤0.01%
76
547
$5.94K ﹤0.01%
166
548
$5.92K ﹤0.01%
+51
549
$5.88K ﹤0.01%
33
550
$5.82K ﹤0.01%
+33
20 21
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