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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$604K 0.12%
11,464
102
$596K 0.11%
1,771
103
$580K 0.11%
3,192
104
$570K 0.11%
13,159
105
$561K 0.11%
22,980
106
$540K 0.1%
9,034
107
$517K 0.1%
3,127
108
$495K 0.1%
8,474
109
$480K 0.09%
18,744
+116
110
$471K 0.09%
16,000
+6,280
111
$463K 0.09%
8,088
112
$443K 0.09%
8,657
113
$439K 0.08%
16,290
114
$433K 0.08%
2,474
115
$430K 0.08%
1,035
116
$420K 0.08%
3,182
117
$416K 0.08%
16,669
-4,158
118
$410K 0.08%
1,141
119
$398K 0.08%
10,195
120
$397K 0.08%
13,763
121
$395K 0.08%
3,129
122
$394K 0.08%
2,270
-8
123
$386K 0.07%
13,326
124
$382K 0.07%
2,358
125
$376K 0.07%
1,526
3 4
5
6 7