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
$480M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$19.9M
3 +$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$883K 0.18%
+15,966
77
$837K 0.17%
+4,269
78
$805K 0.17%
+15,720
79
$802K 0.17%
+14,969
80
$769K 0.16%
+8,943
81
$764K 0.16%
+12,334
82
$759K 0.16%
+4,703
83
$750K 0.16%
+20,908
84
$749K 0.16%
+2,743
85
$722K 0.15%
+26,571
86
$720K 0.15%
+18,744
87
$707K 0.15%
+39,262
88
$685K 0.14%
+9,376
89
$638K 0.13%
+13,951
90
$627K 0.13%
+7,255
91
$612K 0.13%
+4,126
92
$576K 0.12%
+1,613
93
$570K 0.12%
+2,656
94
$569K 0.12%
+2,921
95
$553K 0.12%
+2,378
96
$546K 0.11%
+16,260
97
$512K 0.11%
+4,031
98
$512K 0.11%
+6,120
99
$498K 0.1%
+7,266
100
$489K 0.1%
+11,866