DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.5M
3
+$10.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.21M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$5.85M

Top Sells

1
+$13.6M
2
+$11.8M
3
+$11.5M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$9.27M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$8.74M

Sector Composition

1 Technology 8.05%
2 Consumer Discretionary 4.27%
3 Communication Services 3.85%
4 Financials 3.41%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.04%
1,190
-873
152
$212K 0.04%
1,801
153
$204K 0.04%
2,103
154
$94.4K 0.02%
5,084
155
– –
-89,321
156
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-2,192
157
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-75,804
158
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-5,628
159
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-184,157
160
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-213,253
161
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-105,986
162
– –
-5,267
163
– –
-6,684
164
– –
-51,541
165
– –
-73,768
166
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167
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-82,364
168
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169
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-23,379
170
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172
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174
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3 4 5 6
7