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
$495M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.6M
3
+$10.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.3M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M

Top Sells

1
+$22.9M
2
+$11.4M
3
+$11.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.85M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.96M

Sector Composition

1 Consumer Discretionary 5.19%
2 Technology 4.75%
3 Financials 3.98%
4 Communication Services 2.12%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.07%
650
127
$324K 0.07%
6,262
128
$320K 0.06%
+2,205
129
$314K 0.06%
7,183
130
$302K 0.06%
15,357
131
$294K 0.06%
7,177
132
$291K 0.06%
2,224
+85
133
$290K 0.06%
2,860
-135
134
$290K 0.06%
3,576
135
$287K 0.06%
16,914
136
$287K 0.06%
1,968
-441
137
$286K 0.06%
2,223
138
$285K 0.06%
6,716
139
$284K 0.06%
1,938
140
$278K 0.06%
+3,493
141
$266K 0.05%
1,930
142
$262K 0.05%
6,676
+236
143
$258K 0.05%
1,658
-317
144
$256K 0.05%
3,721
145
$245K 0.05%
3,663
-1
146
$244K 0.05%
2,196
147
$239K 0.05%
4,982
148
$237K 0.05%
1,634
149
$235K 0.05%
3,655
150
$235K 0.05%
7,313
4 5
6
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