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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.08%
+19,416
127
$428K 0.08%
1,173
128
$427K 0.08%
3,127
129
$420K 0.08%
2,641
130
$417K 0.08%
23,654
+2,600
131
$414K 0.08%
13,763
132
$408K 0.08%
16,203
+13,509
133
$400K 0.08%
3,476
+1,994
134
$397K 0.08%
3,508
+298
135
$395K 0.08%
3,182
136
$393K 0.08%
2,474
137
$387K 0.07%
14,930
+400
138
$380K 0.07%
1,623
-7
139
$374K 0.07%
10,195
140
$372K 0.07%
3,129
141
$366K 0.07%
6,594
142
$365K 0.07%
4,875
-143
143
$364K 0.07%
6,322
+1,833
144
$363K 0.07%
3,462
+996
145
$361K 0.07%
6,439
+408
146
$360K 0.07%
+13,326
147
$360K 0.07%
2,330
148
$359K 0.07%
9,168
+6,285
149
$358K 0.07%
1,149
+304
150
$347K 0.07%
9,931
4 5
6
7 8