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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$687K 0.13%
9,379
-301
102
$678K 0.13%
12,366
103
$675K 0.13%
2,924
+268
104
$668K 0.13%
11,029
-203
105
$652K 0.12%
2,925
+4
106
$648K 0.12%
8,331
+3,990
107
$630K 0.12%
1,812
108
$621K 0.12%
11,464
-1,205
109
$614K 0.12%
7,745
110
$610K 0.12%
16,260
111
$603K 0.12%
14,958
+1,637
112
$599K 0.11%
6,022
+1,054
113
$595K 0.11%
6,120
114
$586K 0.11%
3,555
+1,538
115
$582K 0.11%
21,878
+135
116
$539K 0.1%
2,378
117
$530K 0.1%
9,761
+507
118
$509K 0.1%
20,827
119
$489K 0.09%
2,830
120
$485K 0.09%
18,628
121
$479K 0.09%
3,564
-587
122
$477K 0.09%
5,322
123
$477K 0.09%
8,812
124
$465K 0.09%
8,782
-350
125
$461K 0.09%
3,420
+1,710
3 4
5
6 7