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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$345K 0.07%
6,433
-19
152
$345K 0.07%
2,328
+108
153
$333K 0.06%
1,707
+8
154
$323K 0.06%
5,758
+1,910
155
$316K 0.06%
8,521
+2,463
156
$308K 0.06%
1,552
+26
157
$303K 0.06%
6,707
-378
158
$301K 0.06%
2,139
159
$298K 0.06%
3,460
-3,458
160
$297K 0.06%
1,227
+23
161
$291K 0.06%
3,313
162
$289K 0.06%
2,670
163
$289K 0.06%
721
+113
164
$284K 0.05%
1,614
+66
165
$278K 0.05%
1,163
166
$266K 0.05%
1,947
+1,801
167
$265K 0.05%
2,259
168
$263K 0.05%
6,105
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169
$256K 0.05%
4,857
170
$254K 0.05%
4,699
+1,446
171
$244K 0.05%
2,161
+26
172
$243K 0.05%
9,324
+342
173
$240K 0.05%
3,973
+292
174
$237K 0.05%
+2,880
175
$234K 0.04%
5,348
5 6
7
8 9