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
$630M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$10.4M
3
+$9.59M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.96M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.65M

Top Sells

1
+$12.3M
2
+$8.86M
3
+$7.34M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.6M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.91M

Sector Composition

1 Technology 8.84%
2 Financials 5.7%
3 Consumer Discretionary 4.6%
4 Communication Services 3.56%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$583K 0.09%
2,123
+1
102
$575K 0.09%
16,130
103
$555K 0.09%
3,320
+262
104
$541K 0.09%
5,483
+2,944
105
$540K 0.09%
7,943
-41
106
$539K 0.09%
23,455
107
$524K 0.08%
2,628
+57
108
$514K 0.08%
2,602
109
$502K 0.08%
2,047
-15
110
$464K 0.07%
4,815
111
$461K 0.07%
1,934
112
$440K 0.07%
13,326
113
$437K 0.07%
1,248
+54
114
$435K 0.07%
16,190
115
$423K 0.07%
1,354
+1
116
$418K 0.07%
3,129
117
$417K 0.07%
4,547
-3,509
118
$403K 0.06%
6,134
119
$390K 0.06%
5,982
120
$372K 0.06%
1,791
-200
121
$372K 0.06%
4,913
+1,359
122
$366K 0.06%
5,881
123
$365K 0.06%
5,037
+1,374
124
$362K 0.06%
31,181
125
$358K 0.06%
2,735
3 4
5
6 7