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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.26%
7,138
77
$1.32M 0.25%
10,500
-320
78
$1.27M 0.24%
3,985
+2,950
79
$1.25M 0.24%
15,815
+1,533
80
$1.22M 0.23%
37,031
+500
81
$1.19M 0.23%
8,929
-535
82
$1.15M 0.22%
5,018
+609
83
$1.13M 0.22%
7,952
+6,034
84
$1.1M 0.21%
+46,913
85
$1.03M 0.2%
16,235
+16,035
86
$993K 0.19%
5,997
+1,554
87
$941K 0.18%
17,161
+2,951
88
$937K 0.18%
+4,666
89
$916K 0.18%
3,375
+2,244
90
$901K 0.17%
5,793
+1,708
91
$876K 0.17%
44,416
+326
92
$871K 0.17%
3,971
+2,693
93
$865K 0.17%
1,637
-4,275
94
$863K 0.17%
8,760
-81
95
$843K 0.16%
5,088
+4,962
96
$816K 0.16%
12,928
+964
97
$781K 0.15%
2,723
-934
98
$773K 0.15%
+13,974
99
$724K 0.14%
6,895
100
$697K 0.13%
4,018
-502
2 3
4
5 6