DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.08M 0.68%
124,907
+6,856
52
$4.86M 0.65%
+17,099
53
$4.41M 0.59%
+73,403
54
$4.01M 0.54%
50,641
-689
55
$4M 0.54%
58,018
+3,420
56
$3.97M 0.53%
88,018
-2,127
57
$3.77M 0.51%
63,706
+1,467
58
$3.56M 0.48%
27,575
+19
59
$3.51M 0.47%
12,550
-8,798
60
$3.29M 0.44%
13,893
+3,553
61
$3.26M 0.44%
+16,767
62
$2.93M 0.39%
59,543
+4,864
63
$2.67M 0.36%
52,408
+4,456
64
$2.41M 0.32%
79,791
65
$2.01M 0.27%
30,815
-52,689
66
$1.99M 0.27%
14,732
67
$1.83M 0.25%
22,850
68
$1.76M 0.24%
3,095
+1
69
$1.47M 0.2%
45,011
+2,502
70
$1.46M 0.2%
56,900
-994
71
$1.4M 0.19%
2,257
-99
72
$1.36M 0.18%
5,032
73
$1.35M 0.18%
7,616
+3,955
74
$1.33M 0.18%
4,666
-23
75
$1.29M 0.17%
18,600
+1,180
1 2
3
4 5