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
$556M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$19.6M
3
+$10.9M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.2M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$5.87M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$9.29M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$8.74M

Sector Composition

1 Technology 8.05%
2 Consumer Discretionary 4.27%
3 Communication Services 3.85%
4 Financials 3.41%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.05%
2,361
-179
127
$291K 0.05%
29,290
128
$288K 0.05%
1,455
129
$285K 0.05%
+5,929
130
$282K 0.05%
359
131
$280K 0.05%
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132
$279K 0.05%
1,912
-267
133
$277K 0.05%
806
134
$272K 0.05%
3,671
135
$265K 0.05%
1,655
-389
136
$263K 0.05%
1,001
-146
137
$254K 0.05%
3,989
+120
138
$252K 0.05%
6,349
+37
139
$250K 0.05%
4,982
140
$242K 0.04%
3,193
141
$238K 0.04%
468
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142
$238K 0.04%
2,000
143
$237K 0.04%
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144
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145
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5,155
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146
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4,004
-126
147
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3,924
148
$224K 0.04%
2,926
-370
149
$222K 0.04%
1,143
150
$217K 0.04%
+1,318
3 4 5
6
7