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
$479M
AUM Growth
-$273K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Sells

1 +$29.2M
2 +$19.7M
3 +$13.8M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$12.6M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$7.11M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.2%
3 Financials 2.84%
4 Communication Services 2%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$341K 0.07%
6,452
-93,180
127
$331K 0.07%
2,017
+365
128
$328K 0.07%
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129
$328K 0.07%
3,210
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130
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131
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1,035
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132
$314K 0.07%
2,220
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2,330
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134
$307K 0.06%
7,085
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135
$292K 0.06%
1,699
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136
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2,670
137
$289K 0.06%
1,163
138
$288K 0.06%
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139
$288K 0.06%
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140
$286K 0.06%
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142
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143
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1,131
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144
$270K 0.06%
1,918
145
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2,466
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146
$254K 0.05%
845
147
$253K 0.05%
4,857
148
$248K 0.05%
4,489
+1,822
149
$245K 0.05%
2,259
150
$238K 0.05%
1,204
+343