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
$495M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.6M
3
+$10.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.3M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M

Top Sells

1
+$22.9M
2
+$11.4M
3
+$11.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.85M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.96M

Sector Composition

1 Consumer Discretionary 5.19%
2 Technology 4.75%
3 Financials 3.98%
4 Communication Services 2.12%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$469K 0.09%
2,208
102
$461K 0.09%
27,321
103
$438K 0.09%
16,588
104
$427K 0.09%
1,078
105
$415K 0.08%
2,579
106
$410K 0.08%
19,089
107
$410K 0.08%
1,746
108
$401K 0.08%
6,994
-11
109
$396K 0.08%
2,832
110
$393K 0.08%
1,571
111
$387K 0.08%
5,594
112
$384K 0.08%
1,271
113
$375K 0.08%
1,628
+30
114
$364K 0.07%
6,315
-194,234
115
$361K 0.07%
6,780
+2,001
116
$353K 0.07%
7,028
-76
117
$351K 0.07%
3,129
118
$350K 0.07%
3,313
119
$349K 0.07%
13,326
120
$345K 0.07%
13,363
121
$339K 0.07%
5,163
122
$332K 0.07%
5,932
-772
123
$329K 0.07%
10,959
+1,664
124
$329K 0.07%
2,063
125
$329K 0.07%
3,195
+159
3 4
5
6 7