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
$816M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.94M
3
+$3.65M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$2.91M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.32M

Top Sells

1
+$8.1M
2
+$2.09M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
NFLX icon
Netflix
NFLX
+$1.53M

Sector Composition

1 Technology 11.56%
2 Consumer Discretionary 6%
3 Communication Services 4.87%
4 Financials 4.56%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$514K 0.06%
13,326
127
$509K 0.06%
+44,731
128
$485K 0.06%
6,189
+55
129
$473K 0.06%
+20,035
130
$472K 0.06%
3,129
131
$471K 0.06%
992
132
$466K 0.06%
1,532
+205
133
$460K 0.06%
29,290
-2,795
134
$442K 0.05%
5,037
135
$437K 0.05%
5,881
136
$436K 0.05%
16,190
137
$422K 0.05%
2,735
138
$418K 0.05%
4,792
-65
139
$417K 0.05%
4,547
-3,606
140
$411K 0.05%
1,271
141
$406K 0.05%
1,995
-12
142
$405K 0.05%
812
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143
$404K 0.05%
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144
$404K 0.05%
5,902
+1,482
145
$396K 0.05%
1,545
+170
146
$373K 0.05%
2,139
147
$370K 0.05%
5,754
148
$360K 0.04%
12,763
-888
149
$360K 0.04%
+754
150
$352K 0.04%
13,389
+1,248
4 5
6
7 8