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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.5M
3
+$5.9M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.12M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$6.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.81M
5
JPXN icon
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.2%
6,569
-147
77
$1.25M 0.2%
6,583
78
$1.22M 0.2%
5,032
+46
79
$1.1M 0.18%
9,523
-309
80
$998K 0.16%
11,245
-293
81
$991K 0.16%
23,260
-291
82
$991K 0.16%
9,212
+39
83
$926K 0.15%
6,089
-57
84
$922K 0.15%
20,457
+249
85
$900K 0.15%
13,199
+682
86
$892K 0.15%
15,535
87
$891K 0.15%
+11,265
88
$874K 0.14%
20,766
89
$860K 0.14%
4,842
-25
90
$852K 0.14%
4,786
+257
91
$814K 0.13%
3,361
+180
92
$790K 0.13%
+4,740
93
$777K 0.13%
6,035
-100
94
$743K 0.12%
15,532
+683
95
$737K 0.12%
8,056
+2,417
96
$680K 0.11%
2,266
-22
97
$673K 0.11%
16,260
98
$673K 0.11%
7,612
+1,249
99
$652K 0.11%
6,120
100
$615K 0.1%
2,122
+652
2 3
4
5 6