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
$480M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$19.9M
3 +$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$489K 0.1%
+8,318
102
$478K 0.1%
+7,789
103
$476K 0.1%
+3,422
104
$472K 0.1%
+10,387
105
$471K 0.1%
+3,690
106
$467K 0.1%
+5,322
107
$455K 0.09%
+9,259
108
$437K 0.09%
+20,827
109
$428K 0.09%
+2,780
110
$425K 0.09%
+9,228
111
$423K 0.09%
+4,968
112
$419K 0.09%
+3,700
113
$413K 0.09%
+3,127
114
$412K 0.09%
+8,228
115
$402K 0.08%
+10,928
116
$401K 0.08%
+7,518
117
$394K 0.08%
+17,700
118
$373K 0.08%
+2,641
119
$371K 0.08%
+7,713
120
$371K 0.08%
+1,837
121
$368K 0.08%
+5,322
122
$364K 0.08%
+5,027
123
$361K 0.08%
+4,335
124
$356K 0.07%
+3,182
125
$348K 0.07%
+4,066