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
601
$3.06K ﹤0.01%
+95
602
$3.06K ﹤0.01%
+153
603
$3.05K ﹤0.01%
113
-5,239
604
$2.97K ﹤0.01%
+159
605
$2.96K ﹤0.01%
20
606
$2.95K ﹤0.01%
+14
607
$2.88K ﹤0.01%
106
608
$2.86K ﹤0.01%
15
609
$2.83K ﹤0.01%
89
610
$2.75K ﹤0.01%
+55
611
$2.74K ﹤0.01%
180
612
$2.73K ﹤0.01%
16
613
$2.63K ﹤0.01%
+13
614
$2.47K ﹤0.01%
+68
615
$2.43K ﹤0.01%
301
616
$2.42K ﹤0.01%
8
617
$2.28K ﹤0.01%
31
618
$2.18K ﹤0.01%
70
619
$2.08K ﹤0.01%
113
620
$2.08K ﹤0.01%
+51
621
$2.06K ﹤0.01%
+71
622
$1.96K ﹤0.01%
6
-27
623
$1.93K ﹤0.01%
6
624
$1.88K ﹤0.01%
27
625
$1.76K ﹤0.01%
222
+122
23 24
25
26 27