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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.55%
34,056
+849
52
$2.77M 0.53%
104,807
+3,099
53
$2.58M 0.5%
16,871
+3,009
54
$2.51M 0.48%
118,815
+3,820
55
$2.4M 0.46%
46,330
+795
56
$2.26M 0.44%
56,317
+1,858
57
$2.24M 0.43%
59,789
+3,958
58
$2.15M 0.41%
37,513
+1,732
59
$2.08M 0.4%
35,970
+2,954
60
$2.08M 0.4%
21,959
+382
61
$2.06M 0.4%
9,132
-703
62
$1.75M 0.34%
16,371
-517
63
$1.59M 0.31%
26,192
64
$1.58M 0.3%
6,198
65
$1.56M 0.3%
+8,005
66
$1.52M 0.29%
80,286
+3,768
67
$1.52M 0.29%
42,280
+1,849
68
$1.49M 0.29%
15,438
-184
69
$1.49M 0.29%
16,239
70
$1.39M 0.27%
55,780
+9,292
71
$1.35M 0.26%
9,360
-660
72
$1.3M 0.25%
7,138
73
$1.25M 0.24%
5,539
74
$1.15M 0.22%
54,391
+2,618
75
$1.12M 0.22%
14,268
1 2
3
4 5