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
576
$4.17K ﹤0.01%
40
577
$4.11K ﹤0.01%
108
578
$4.08K ﹤0.01%
+333
579
$4.03K ﹤0.01%
12
580
$4.02K ﹤0.01%
+12
581
$4K ﹤0.01%
+80
582
$3.96K ﹤0.01%
163
583
$3.81K ﹤0.01%
+26
584
$3.75K ﹤0.01%
61
585
$3.75K ﹤0.01%
49
586
$3.73K ﹤0.01%
+26
587
$3.63K ﹤0.01%
39
588
$3.6K ﹤0.01%
+80
589
$3.59K ﹤0.01%
+21
590
$3.52K ﹤0.01%
45
591
$3.51K ﹤0.01%
43
592
$3.48K ﹤0.01%
+852
593
$3.48K ﹤0.01%
+375
594
$3.45K ﹤0.01%
300
595
$3.43K ﹤0.01%
68
-44,593
596
$3.25K ﹤0.01%
+70
597
$3.2K ﹤0.01%
21
598
$3.11K ﹤0.01%
21
599
$3.09K ﹤0.01%
92
+67
600
$3.06K ﹤0.01%
+150
22 23
24
25 26