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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.51M
3
+$4.51M
4
WBND
Western Asset Total Return ETF
WBND
+$4.4M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.39M

Top Sells

1
+$18.4M
2
+$9.17M
3
+$6.38M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.99M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$566K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.07%
14,530
127
$360K 0.07%
1,722
+8
128
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13,270
-8,473
129
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130
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1,131
131
$341K 0.07%
6,594
132
$340K 0.07%
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133
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134
$328K 0.06%
2,477
-402
135
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4,374
-146
136
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1,940
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137
$322K 0.06%
2,938
138
$322K 0.06%
2,139
139
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6,221
140
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141
$316K 0.06%
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142
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143
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145
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146
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148
$283K 0.05%
1,730
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149
$277K 0.05%
3,313
150
$277K 0.05%
4,042
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4 5
6
7 8