DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
-11.2%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$454M
AUM Growth
-$60M
(-12%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
669
New
130
Increased
127
Reduced
144
Closed
56
Top Buys
| 1 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$9.46M |
| 2 |
Vanguard US Minimum Volatility ETF
VFMV
|
$7.89M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.89M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$6.21M |
| 5 |
SPDR Gold Trust
GLD
|
$5.03M |
Top Sells
Sector Composition
| 1 | Financials | 4.43% |
| 2 | Technology | 3.58% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Communication Services | 1.81% |
| 5 | Utilities | 1.13% |
