DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$711K 0.1%
16,260
102
$698K 0.09%
7,592
-20
103
$692K 0.09%
6,120
104
$640K 0.09%
16,130
105
$624K 0.08%
+801
106
$623K 0.08%
3,194
+1,853
107
$622K 0.08%
16,588
108
$598K 0.08%
6,116
+3,356
109
$587K 0.08%
7,833
-110
110
$585K 0.08%
11,394
-430
111
$584K 0.08%
+825
112
$576K 0.08%
2,671
+43
113
$568K 0.08%
1,868
-255
114
$565K 0.08%
5,204
115
$556K 0.07%
3,883
+563
116
$539K 0.07%
23,455
117
$531K 0.07%
+506
118
$523K 0.07%
4,815
119
$513K 0.07%
+518
120
$509K 0.07%
5,996
+14
121
$497K 0.07%
+3,406
122
$482K 0.06%
+1,136
123
$478K 0.06%
13,326
124
$465K 0.06%
+992
125
$450K 0.06%
3,129
3 4
5
6 7