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
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.07%
+1,668
127
$346K 0.07%
+3,500
128
$345K 0.07%
+4,422
129
$344K 0.07%
+1,634
130
$343K 0.07%
+2,541
131
$342K 0.07%
+2,474
132
$339K 0.07%
+3,751
133
$337K 0.07%
+3,280
134
$335K 0.07%
+21,054
135
$326K 0.07%
+2,301
136
$323K 0.07%
+1,783
137
$321K 0.07%
+562
138
$320K 0.07%
+1,895
139
$318K 0.07%
+14,530
140
$317K 0.07%
+9,931
141
$315K 0.07%
+3,300
142
$314K 0.07%
+3,313
143
$314K 0.07%
+5,579
144
$312K 0.07%
+3,129
145
$311K 0.06%
+9,727
146
$311K 0.06%
+7,844
147
$310K 0.06%
+6,221
148
$309K 0.06%
+3,213
149
$309K 0.06%
+5,298
150
$308K 0.06%
+7,891
4 5
6
7 8