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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.5M
3
+$5.9M
4
AVGO icon
Broadcom
AVGO
+$5.79M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.12M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$6.05M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.81M
5
JPXN icon
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.06%
2,735
+77
127
$354K 0.06%
2,091
+419
128
$346K 0.06%
2,139
129
$342K 0.06%
879
+20
130
$322K 0.05%
1,938
131
$320K 0.05%
1,388
+5
132
$313K 0.05%
5,169
133
$301K 0.05%
31,181
+1,891
134
$299K 0.05%
6,796
+98
135
$294K 0.05%
1,980
136
$285K 0.05%
1,515
137
$285K 0.05%
1,375
-146
138
$283K 0.05%
2,539
-121
139
$279K 0.05%
6,171
-445
140
$274K 0.04%
3,795
+45
141
$266K 0.04%
1,341
+151
142
$263K 0.04%
1,912
143
$260K 0.04%
3,663
144
$250K 0.04%
4,982
145
$250K 0.04%
3,554
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146
$249K 0.04%
2,760
-57
147
$243K 0.04%
3,911
-74
148
$243K 0.04%
+4,598
149
$232K 0.04%
2,959
150
$232K 0.04%
+800
4 5
6
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