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
551
$5.75K ﹤0.01%
100
552
$5.72K ﹤0.01%
98
553
$5.71K ﹤0.01%
88
554
$5.63K ﹤0.01%
29
555
$5.62K ﹤0.01%
125
556
$5.6K ﹤0.01%
2,000
-1,000
557
$5.56K ﹤0.01%
42
558
$5.55K ﹤0.01%
185
559
$5.5K ﹤0.01%
85
-915
560
$5.49K ﹤0.01%
16
561
$5.37K ﹤0.01%
+190
562
$5.35K ﹤0.01%
45
563
$5.35K ﹤0.01%
409
564
$5.13K ﹤0.01%
105
565
$5.05K ﹤0.01%
+104
566
$4.89K ﹤0.01%
+22
567
$4.85K ﹤0.01%
28
-95
568
$4.84K ﹤0.01%
46
569
$4.54K ﹤0.01%
+187
570
$4.28K ﹤0.01%
+18
571
$4.26K ﹤0.01%
12
572
$4.22K ﹤0.01%
9
573
$4.22K ﹤0.01%
+67
574
$4.19K ﹤0.01%
+60
575
$4.17K ﹤0.01%
54
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