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
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K 0.06%
+7,304
152
$305K 0.06%
+3,275
153
$302K 0.06%
+2,927
154
$301K 0.06%
+10,195
155
$300K 0.06%
+1,970
156
$294K 0.06%
+2,670
157
$294K 0.06%
+12,924
158
$293K 0.06%
+6,057
159
$293K 0.06%
+2,176
160
$291K 0.06%
+1,330
161
$289K 0.06%
+1,360
162
$287K 0.06%
+3,283
163
$283K 0.06%
+2,895
164
$282K 0.06%
+1,171
165
$282K 0.06%
+1,323
166
$279K 0.06%
+1,163
167
$278K 0.06%
+1,511
168
$271K 0.06%
+1,918
169
$271K 0.06%
+4,601
170
$270K 0.06%
+2,828
171
$270K 0.06%
+1,016
172
$270K 0.06%
+4,043
173
$269K 0.06%
+1,526
174
$269K 0.06%
+1,690
175
$266K 0.06%
+3,055
5 6
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