DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
+5.9%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$462M
AUM Growth
+$16.5M
(+3.7%)
Cap. Flow
-$4.04M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
30.34%
Holding
721
New
135
Increased
157
Reduced
121
Closed
48
Top Buys
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$15.8M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$11.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.1M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$10.8M |
| 5 |
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% |
