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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.5M
3
+$5.9M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.12M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$6.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.81M
5
JPXN icon
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$613K 0.1%
11,847
+145
102
$603K 0.1%
4,000
103
$591K 0.1%
16,588
104
$584K 0.1%
2,602
+47
105
$570K 0.09%
7,984
106
$568K 0.09%
2,571
+499
107
$539K 0.09%
1,934
+6
108
$539K 0.09%
23,455
-575
109
$538K 0.09%
16,130
110
$495K 0.08%
6,912
-55
111
$494K 0.08%
2,062
+116
112
$466K 0.08%
4,815
113
$461K 0.08%
13,326
114
$446K 0.07%
421
+62
115
$443K 0.07%
3,058
-8
116
$443K 0.07%
5,982
+626
117
$441K 0.07%
3,129
118
$423K 0.07%
6,134
119
$418K 0.07%
16,190
120
$397K 0.06%
5,881
-381
121
$392K 0.06%
1,353
-46
122
$382K 0.06%
+725
123
$377K 0.06%
1,194
+135
124
$372K 0.06%
1,991
-150
125
$370K 0.06%
3,715
+1,348
3 4
5
6 7