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
$630M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$10.4M
3
+$9.59M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.96M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.65M

Top Sells

1
+$12.3M
2
+$8.86M
3
+$7.34M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.6M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.91M

Sector Composition

1 Technology 8.84%
2 Financials 5.7%
3 Consumer Discretionary 4.6%
4 Communication Services 3.56%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.19%
12,675
+1,430
77
$1.13M 0.18%
6,583
78
$1.12M 0.18%
5,032
79
$1.08M 0.17%
9,115
-97
80
$1.08M 0.17%
11,265
81
$1.05M 0.17%
9,315
-208
82
$1.04M 0.17%
3,613
+252
83
$1.01M 0.16%
4,842
84
$996K 0.16%
6,373
-196
85
$934K 0.15%
21,959
-1,301
86
$928K 0.15%
15,299
-236
87
$913K 0.14%
20,417
-40
88
$894K 0.14%
5,965
-124
89
$893K 0.14%
17,567
+2,035
90
$845K 0.13%
20,766
91
$818K 0.13%
4,786
92
$783K 0.12%
2,265
-1
93
$736K 0.12%
6,035
94
$704K 0.11%
16,260
95
$677K 0.11%
4,000
96
$672K 0.11%
6,120
97
$648K 0.1%
7,612
98
$632K 0.1%
3,661
+1,570
99
$622K 0.1%
16,588
100
$610K 0.1%
11,824
-23
2 3
4
5 6