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
626
$1.69K ﹤0.01%
+17
627
$1.68K ﹤0.01%
+12
628
$1.5K ﹤0.01%
54
-243
629
$1.49K ﹤0.01%
42
630
$1.47K ﹤0.01%
+5
631
$1.4K ﹤0.01%
+16
632
$1.4K ﹤0.01%
45
633
$1.39K ﹤0.01%
+30
634
$1.38K ﹤0.01%
+22
635
$1.32K ﹤0.01%
+8
636
$1.25K ﹤0.01%
+27
637
$1.24K ﹤0.01%
37
638
$1.13K ﹤0.01%
+80
639
$1.13K ﹤0.01%
10
640
$1.09K ﹤0.01%
20
+10
641
$1.08K ﹤0.01%
10
642
$1.07K ﹤0.01%
5
643
$1.04K ﹤0.01%
22
644
$1.01K ﹤0.01%
9
-13
645
$991 ﹤0.01%
20
646
$968 ﹤0.01%
40
647
$967 ﹤0.01%
100
648
$935 ﹤0.01%
+11
649
$802 ﹤0.01%
+15
650
$741 ﹤0.01%
100
24 25
26
27 28