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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.64%
107,406
+540
52
$2.71M 0.52%
20,688
+852
53
$2.64M 0.5%
128,082
+16,249
54
$2.6M 0.5%
15,878
+210
55
$2.54M 0.49%
97,104
+693
56
$2.52M 0.48%
52,875
+23,767
57
$2.49M 0.48%
103,060
+56,234
58
$2.45M 0.47%
43,896
+20,693
59
$2.41M 0.46%
61,482
+4,165
60
$2.4M 0.46%
26,201
+40
61
$2.33M 0.45%
32,128
+13,263
62
$2.29M 0.44%
39,780
+2,765
63
$2.25M 0.43%
+91,578
64
$2.2M 0.42%
9,759
+3,129
65
$2.13M 0.41%
69,355
-6,933
66
$1.86M 0.36%
30,260
-20,258
67
$1.74M 0.33%
100,368
+12,384
68
$1.67M 0.32%
16,888
69
$1.64M 0.31%
29,543
+3,893
70
$1.53M 0.29%
16,984
-396
71
$1.52M 0.29%
27,062
+3,162
72
$1.48M 0.28%
6,131
73
$1.48M 0.28%
6,233
74
$1.39M 0.27%
5,665
-27
75
$1.37M 0.26%
39,169
+32,460
1 2
3
4 5