DWP
Destiny Wealth Partners Portfolio holdings
AUM
$871M
1-Year Est. Return
19.47%
This Fund
S&P 500
1 Year Est. Return
+19.47%
AUM
$462M
AUM Growth
+$16.5M
(+3.7%)
Holding
721
Top Buys
| 1 | +$16.3M | |
| 2 | +$11M | |
| 3 | +$10.4M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$9.9M |
| 5 |
Invesco Total Return Bond ETF
GTO
|
+$7.98M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$11M | |
| 3 | +$10.7M | |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
+$10.6M |
| 5 |
Hartford Total Return Bond ETF
HTRB
|
+$8.46M |
Sector Composition
| 1 | Financials | 5.34% |
| 2 | Consumer Discretionary | 3.79% |
| 3 | Technology | 3.32% |
| 4 | Healthcare | 1.75% |
| 5 | Communication Services | 1.68% |