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
$630M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$10.4M
3
+$9.59M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.96M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.65M

Top Sells

1
+$12.3M
2
+$8.86M
3
+$7.34M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.6M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.91M

Sector Composition

1 Technology 8.84%
2 Financials 5.7%
3 Consumer Discretionary 4.6%
4 Communication Services 3.56%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.65%
90,145
-3,144
52
$4.04M 0.64%
118,051
+5,502
53
$4.02M 0.64%
47,665
+4,915
54
$3.58M 0.57%
51,330
+1,305
55
$3.49M 0.55%
27,556
+310
56
$3.48M 0.55%
62,239
+1,736
57
$3.41M 0.54%
54,598
+9,430
58
$3.12M 0.49%
11,621
+568
59
$3.07M 0.49%
11,840
+2,391
60
$2.69M 0.43%
54,679
+4,125
61
$2.57M 0.41%
59,917
+6,121
62
$2.45M 0.39%
47,952
+3,614
63
$2.4M 0.38%
79,791
64
$2.29M 0.36%
10,340
-139
65
$2.26M 0.36%
45,228
-336
66
$2.06M 0.33%
80,608
+942
67
$1.8M 0.29%
14,732
-1,693
68
$1.59M 0.25%
3,094
69
$1.56M 0.25%
22,850
70
$1.48M 0.23%
57,894
71
$1.32M 0.21%
2,356
+1
72
$1.29M 0.21%
148,648
+16,748
73
$1.21M 0.19%
42,509
+1,585
74
$1.21M 0.19%
4,689
75
$1.2M 0.19%
17,420
+4,221
1 2
3
4 5