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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.07%
1,890
+8
152
$304K 0.07%
4,228
+178
153
$303K 0.07%
+3,353
154
$302K 0.07%
2,891
-302
155
$301K 0.07%
1,147
-124
156
$300K 0.06%
+1,519
157
$299K 0.06%
1,938
158
$296K 0.06%
1,025
-41
159
$292K 0.06%
11,854
+2,106
160
$291K 0.06%
3,550
+256
161
$289K 0.06%
2,139
162
$288K 0.06%
+11,191
163
$281K 0.06%
1,016
+972
164
$280K 0.06%
5,655
-866
165
$269K 0.06%
5,252
+414
166
$269K 0.06%
5,468
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167
$267K 0.06%
9,295
168
$259K 0.06%
8,287
-68,556
169
$254K 0.05%
7,500
170
$248K 0.05%
4,982
-59
171
$236K 0.05%
3,664
172
$227K 0.05%
1,940
173
$220K 0.05%
5,640
-8,194
174
$219K 0.05%
5,052
+1,888
175
$204K 0.04%
2,352
+813
5 6
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