DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
+2.12%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$556M
AUM Growth
-$1.5M
(-0.27%)
Cap. Flow
-$9.59M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
34.58%
Holding
175
New
18
Increased
22
Reduced
68
Closed
21
Top Buys
| 1 |
Dimensional US Large Cap Value ETF
DFLV
|
$24.5M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$19.6M |
| 3 |
Vanguard Growth ETF
VUG
|
$10.9M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$9.2M |
| 5 |
Avantis Core Fixed Income ETF
AVIG
|
$5.87M |
Top Sells
Sector Composition
| 1 | Technology | 8.05% |
| 2 | Consumer Discretionary | 4.27% |
| 3 | Communication Services | 3.85% |
| 4 | Financials | 3.41% |
| 5 | Healthcare | 3.41% |
