DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
+8.7%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$532M
AUM Growth
+$36.9M
(+7.4%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
30.73%
Holding
174
New
13
Increased
52
Reduced
49
Closed
15
Top Buys
| 1 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$18.8M |
| 2 |
Vanguard Industrials ETF
VIS
|
$10.8M |
| 3 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$8.68M |
| 4 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$8.44M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$5.62M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.46% |
| 2 | Technology | 4.89% |
| 3 | Financials | 3.43% |
| 4 | Communication Services | 2.19% |
| 5 | Healthcare | 0.71% |
