DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
1-Year Return
19.28%
This Quarter Return
+4.39%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$570M
AUM Growth
+$13.8M
(+2.5%)
Cap. Flow
-$8.57M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
33.72%
Holding
165
New
11
Increased
50
Reduced
64
Closed
3
Top Buys
| 1 |
iShares JPX-Nikkei 400 ETF
JPXN
|
$2.78M |
| 2 |
Reddit
RDDT
|
$2.43M |
| 3 |
CrowdStrike
CRWD
|
$1.23M |
| 4 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$986K |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
$692K |
Top Sells
| 1 |
Apple
AAPL
|
$2.37M |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$2.24M |
| 3 |
Stryker
SYK
|
$2.23M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.97M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.79M |
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Consumer Discretionary | 4.21% |
| 3 | Financials | 3.51% |
| 4 | Communication Services | 3.25% |
| 5 | Healthcare | 3.14% |
