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
$744M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.81M
3
+$7.09M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.41M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.19M

Top Sells

1
+$9.59M
2
+$5.65M
3
+$4.98M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.09M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$3.14M

Sector Composition

1 Technology 10.86%
2 Consumer Discretionary 5.12%
3 Financials 5%
4 Communication Services 4.3%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.04%
5,169
152
$322K 0.04%
1,515
153
$313K 0.04%
1,938
154
$312K 0.04%
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155
$309K 0.04%
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156
$309K 0.04%
989
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157
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+4,420
158
$304K 0.04%
+2,032
159
$298K 0.04%
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160
$282K 0.04%
6,095
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161
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162
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163
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2,959
164
$266K 0.04%
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165
$262K 0.04%
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166
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+2,903
167
$258K 0.03%
947
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168
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169
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170
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171
$242K 0.03%
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172
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173
$237K 0.03%
2,926
174
$227K 0.03%
+5,219
175
$224K 0.03%
2,828
-277
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