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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.21%
7,533
77
$1.09M 0.21%
36,810
78
$1.04M 0.2%
3,921
+41
79
$1.03M 0.2%
4,666
80
$964K 0.19%
15,735
81
$935K 0.18%
4,205
82
$924K 0.18%
8,563
83
$909K 0.18%
2,834
84
$893K 0.17%
10,144
-58,350
85
$855K 0.16%
9,154
+2
86
$781K 0.15%
4,702
+37
87
$756K 0.15%
12,422
+126
88
$751K 0.14%
13,402
+1,890
89
$742K 0.14%
4,343
90
$737K 0.14%
12,050
+137
91
$733K 0.14%
37,724
92
$728K 0.14%
2,715
-117
93
$706K 0.14%
2,925
94
$665K 0.13%
8,008
+55
95
$663K 0.13%
12,298
-3,165
96
$657K 0.13%
20,902
-40
97
$639K 0.12%
16,260
98
$638K 0.12%
4,031
99
$635K 0.12%
12,846
100
$619K 0.12%
6,120
2 3
4
5 6