DWP

Destiny Wealth Partners Portfolio holdings

AUM $914M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.06%
6,134
127
$435K 0.06%
+1,186
128
$434K 0.06%
9,172
+2,497
129
$432K 0.06%
16,190
130
$414K 0.06%
5,037
131
$411K 0.06%
+2,007
132
$405K 0.05%
4,857
-56
133
$404K 0.05%
+513
134
$403K 0.05%
2,735
135
$400K 0.05%
5,881
136
$398K 0.05%
1,271
-112
137
$395K 0.05%
13,651
+1,658
138
$393K 0.05%
32,085
+904
139
$388K 0.05%
1,327
-27
140
$376K 0.05%
930
+130
141
$369K 0.05%
1,691
-100
142
$364K 0.05%
+10,285
143
$355K 0.05%
2,865
-2,618
144
$354K 0.05%
+5,754
145
$352K 0.05%
2,139
146
$342K 0.05%
+1,144
147
$334K 0.04%
595
-10
148
$330K 0.04%
1,375
149
$329K 0.04%
+711
150
$329K 0.04%
+1,437
4 5
6
7 8