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
$480M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$19.9M
3 +$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.5M 0.52%
+16,526
52
$2.42M 0.5%
+88,645
53
$2.28M 0.48%
+18,342
54
$2.19M 0.46%
+85,014
55
$2.01M 0.42%
+57,775
56
$1.92M 0.4%
+35,627
57
$1.64M 0.34%
+17,665
58
$1.48M 0.31%
+17,143
59
$1.46M 0.3%
+96,438
60
$1.31M 0.27%
+17,816
61
$1.3M 0.27%
+6,288
62
$1.3M 0.27%
+6,131
63
$1.29M 0.27%
+6,630
64
$1.22M 0.26%
+25,121
65
$1.21M 0.25%
+13,947
66
$1.2M 0.25%
+23,990
67
$1.19M 0.25%
+16,241
68
$1.18M 0.25%
+38,617
69
$1.14M 0.24%
+6,911
70
$1.14M 0.24%
+9,790
71
$1.09M 0.23%
+6,091
72
$1M 0.21%
+12,986
73
$966K 0.2%
+17,508
74
$943K 0.2%
+10,760
75
$926K 0.19%
+3,657