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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.07%
+8,720
127
$337K 0.07%
21,799
128
$335K 0.07%
+40,600
129
$329K 0.07%
621
-6
130
$328K 0.07%
3,129
131
$328K 0.07%
5,234
-220
132
$325K 0.07%
+2,391
133
$324K 0.07%
1,955
+1,851
134
$324K 0.07%
13,326
135
$323K 0.07%
1,270
+82
136
$322K 0.07%
15,995
137
$320K 0.07%
3,822
-231
138
$320K 0.07%
6,608
-379
139
$319K 0.07%
+3,568
140
$319K 0.07%
2,276
+1
141
$318K 0.07%
1,375
+17
142
$318K 0.07%
+961
143
$317K 0.07%
4,025
+175
144
$317K 0.07%
7,715
+616
145
$312K 0.07%
4,667
+147
146
$312K 0.07%
832
-17
147
$311K 0.07%
4,732
-578
148
$308K 0.07%
+10,703
149
$306K 0.07%
1,928
+182
150
$306K 0.07%
+3,452
4 5
6
7 8