DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.17%
7,229
+856
77
$1.27M 0.17%
6,583
78
$1.25M 0.17%
+11,458
79
$1.2M 0.16%
11,119
+2,004
80
$1.19M 0.16%
4,099
+2,052
81
$1.17M 0.16%
3,834
+221
82
$1.16M 0.16%
12,402
-273
83
$1.12M 0.15%
9,092
-223
84
$1.03M 0.14%
11,420
+155
85
$1.03M 0.14%
15,299
86
$1,000K 0.13%
17,533
-34
87
$981K 0.13%
5,287
+445
88
$946K 0.13%
+15,252
89
$939K 0.13%
7,111
+1,146
90
$934K 0.13%
20,766
91
$931K 0.13%
2,621
+1,373
92
$895K 0.12%
2,335
+70
93
$872K 0.12%
19,718
-699
94
$835K 0.11%
4,565
-221
95
$801K 0.11%
5,923
-112
96
$787K 0.11%
2,881
+947
97
$756K 0.1%
+2,154
98
$748K 0.1%
8,153
+3,606
99
$748K 0.1%
+1,709
100
$719K 0.1%
4,000
2 3
4
5 6