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
$495M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.6M
3
+$10.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.3M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M

Top Sells

1
+$22.9M
2
+$11.4M
3
+$11.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.85M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.96M

Sector Composition

1 Consumer Discretionary 5.19%
2 Technology 4.75%
3 Financials 3.98%
4 Communication Services 2.12%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.58%
49,758
+4,339
52
$2.82M 0.57%
74,700
-430
53
$2.75M 0.56%
54,476
+5,581
54
$2.66M 0.54%
5
-11
55
$2.65M 0.54%
89,513
+461
56
$2.5M 0.5%
52,862
-18,033
57
$2.48M 0.5%
5,773
58
$2.4M 0.48%
64,535
+375
59
$2.32M 0.47%
45,640
-14,821
60
$2.29M 0.46%
41,510
+665
61
$1.86M 0.38%
50,316
-20
62
$1.85M 0.37%
9,807
-317
63
$1.81M 0.37%
123,686
+3,349
64
$1.67M 0.34%
25,249
+5,085
65
$1.56M 0.32%
64,201
-948
66
$1.52M 0.31%
16,088
67
$1.49M 0.3%
16,239
68
$1.49M 0.3%
60,267
+434
69
$1.19M 0.24%
22,850
70
$1.18M 0.24%
10,031
+760
71
$1.14M 0.23%
6,711
-105
72
$1.06M 0.21%
8,034
-140
73
$1.04M 0.21%
10,372
-5,947
74
$1.02M 0.21%
11,314
-355
75
$991K 0.2%
6,911
1 2
3
4 5