DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
This Quarter Return
+5.39%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$483M
AUM Growth
+$483M
(+4.7%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
35.11%
Holding
683
New
10
Increased
88
Reduced
58
Closed
498
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.84% |
| 2 | Consumer Discretionary | 4.6% |
| 3 | Technology | 4.41% |
| 4 | Communication Services | 1.88% |
| 5 | Consumer Staples | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Franklin Resources
BEN
$13.3B
| – | – |
-320
| Closed | -$8.44K |
|
677
ProShares Ultra NASDAQ Biotechnology
BIB
$55.7M
| – | – |
-270
| Closed | -$15.6K |
|
678
Bank of New York Mellon
BK
$73.8B
| – | – |
-883
| Closed | -$40.2K |
|
679
Amplify Transformational Data Sharing ETF
BLOK
$1.17B
| – | – |
-470
| Closed | -$7.11K |
|
680
BlackRock Health Sciences Trust
BME
$477M
| – | – |
-1
| Closed | -$31 |
|
681
Vanguard Total Bond Market
BND
$133B
| – | – |
-600
| Closed | -$43.1K |
|
682
Bristol-Myers Squibb
BMY
$96.7B
| – | – |
-4,228
| Closed | -$304K |
|
683
Vanguard Total International Bond ETF
BNDX
$68B
| – | – |
-1
| Closed | -$40 |
|