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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.5M
3
+$5.9M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.12M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$6.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.81M
5
JPXN icon
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.66%
43,722
+1,213
52
$3.82M 0.62%
9,449
+7,953
53
$3.7M 0.6%
11,053
-151
54
$3.66M 0.6%
60,503
+176
55
$3.42M 0.56%
27,246
+120
56
$3.27M 0.53%
54,193
+2,214
57
$3.26M 0.53%
50,025
+857
58
$3.23M 0.53%
+42,750
59
$2.86M 0.47%
45,168
+1,436
60
$2.65M 0.43%
53,796
+2,054
61
$2.52M 0.41%
10,479
+873
62
$2.46M 0.4%
50,554
+2,885
63
$2.38M 0.39%
79,791
64
$2.26M 0.37%
44,338
+2,965
65
$2.21M 0.36%
45,564
+580
66
$2.11M 0.35%
16,425
+337
67
$2.03M 0.33%
79,666
+1,311
68
$1.74M 0.28%
22,850
69
$1.67M 0.27%
3,094
70
$1.45M 0.24%
57,894
71
$1.42M 0.23%
131,900
-2,929
72
$1.39M 0.23%
2,355
+40
73
$1.36M 0.22%
+2
74
$1.31M 0.21%
40,924
-342
75
$1.26M 0.21%
4,689
1 2
3
4 5