DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
+$7.76M
2
+$7.51M
3
+$4.51M
4
WBND
Western Asset Total Return ETF
WBND
+$4.4M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.39M

Top Sells

1
+$18.4M
2
+$9.17M
3
+$6.38M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.99M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$566K

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
551
– –
-50
552
– –
-536
553
– –
-41
554
– –
-128
555
– –
-979
556
$0 ﹤0.01%
+5
557
– –
-982
558
– –
-14
559
– –
-45
560
$0 ﹤0.01%
5
561
– –
-209
562
– –
-2,918
563
– –
-120
564
– –
-25
565
$0 ﹤0.01%
8
566
– –
-480
567
– –
0
568
– –
-104
569
– –
-29
570
– –
-13
571
– –
-202
572
– –
-116
573
– –
-90
574
$0 ﹤0.01%
1
575
– –
-538
20 21 22
23
24