DWP

Destiny Wealth Partners Portfolio holdings

AUM $914M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.94M
3
+$3.65M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$2.91M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.32M

Top Sells

1
+$8.1M
2
+$2.09M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
NFLX icon
Netflix
NFLX
+$1.53M

Sector Composition

1 Technology 11.56%
2 Consumer Discretionary 6%
3 Communication Services 4.87%
4 Financials 4.56%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$762K 0.09%
4,000
102
$755K 0.09%
16,260
103
$733K 0.09%
7,592
104
$721K 0.09%
1,709
105
$700K 0.09%
879
+54
106
$699K 0.09%
6,120
107
$685K 0.08%
3,282
+88
108
$647K 0.08%
2,673
+2
109
$635K 0.08%
16,588
110
$628K 0.08%
7,787
-46
111
$628K 0.08%
1,550
+364
112
$624K 0.08%
5,204
113
$618K 0.08%
3,978
+95
114
$613K 0.08%
1,869
+1
115
$608K 0.07%
797
-4
116
$590K 0.07%
506
117
$571K 0.07%
3,410
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118
$570K 0.07%
4,815
119
$542K 0.07%
23,455
120
$532K 0.07%
4,544
121
$532K 0.07%
5,926
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122
$522K 0.06%
1,851
+915
123
$522K 0.06%
3,056
+1,024
124
$522K 0.06%
564
+46
125
$520K 0.06%
10,088
+916
3 4
5
6 7