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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.47%
+109,862
52
$2.14M 0.46%
+38,590
53
$2.1M 0.45%
+45,753
54
$2.09M 0.45%
35,580
-1,976
55
$2.06M 0.45%
10,827
+10,253
56
$2.03M 0.44%
16,286
+1,264
57
$1.98M 0.43%
+58,586
58
$1.97M 0.43%
78,618
+10,832
59
$1.87M 0.4%
+21,813
60
$1.77M 0.38%
3,644
+3,224
61
$1.64M 0.35%
35,072
-1,591
62
$1.63M 0.35%
8,879
-162
63
$1.62M 0.35%
49,299
+47,799
64
$1.49M 0.32%
16,239
65
$1.37M 0.3%
7,608
-60
66
$1.36M 0.3%
16,088
67
$1.35M 0.29%
52,502
-4,641
68
$1.16M 0.25%
56,392
+4,487
69
$1.16M 0.25%
13,511
-350
70
$1.07M 0.23%
25,499
-264,346
71
$1.07M 0.23%
6,058
+362
72
$963K 0.21%
38,313
+32,987
73
$948K 0.21%
7,138
74
$936K 0.2%
22,850
75
$904K 0.2%
8,196
+111
1 2
3
4 5