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
$630M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$10.4M
3
+$9.59M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.96M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.65M

Top Sells

1
+$12.3M
2
+$8.86M
3
+$7.34M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.6M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.91M

Sector Composition

1 Technology 8.84%
2 Financials 5.7%
3 Consumer Discretionary 4.6%
4 Communication Services 3.56%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.05%
2,139
127
$339K 0.05%
+11,993
128
$332K 0.05%
605
-120
129
$330K 0.05%
1,938
130
$313K 0.05%
5,169
131
$290K 0.05%
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132
$287K 0.05%
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133
$284K 0.05%
6,171
134
$284K 0.05%
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135
$279K 0.04%
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136
$279K 0.04%
3,105
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137
$279K 0.04%
6,675
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138
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139
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-129
140
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141
$262K 0.04%
1,980
142
$254K 0.04%
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143
$250K 0.04%
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144
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145
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146
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2,760
147
$241K 0.04%
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148
$239K 0.04%
2,926
149
$231K 0.04%
800
150
$228K 0.04%
1,336
+7
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