DWP
Destiny Wealth Partners Portfolio holdings
AUM $630M
AUM
$630M
AUM Growth
+$18.1M (+3%)
Cap. Flow
+$68.6M
Cap. Flow % of AUM
10.89%
Top 10 Holdings %Top 10 Hldgs %
35.64%
Holding
177
New
10
Increased
63
Reduced
41
Closed
15
Top Buys
| 1 | $31M | |
| 2 | $10.4M | |
| 3 | $9.59M | |
| 4 | $8.96M | |
| 5 | $5.65M |
Top Sells
| 1 | $8.86M | |
| 2 | $2.55M | |
| 3 | $2.35M | |
| 4 | $1.27M | |
| 5 | $850K |
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Financials | 5.7% |
| 3 | Consumer Discretionary | 4.6% |
| 4 | Communication Services | 3.56% |
| 5 | Healthcare | 2.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -65,666 | Closed | – | |||
| $0 | 0% | 0 -88,734 | Closed | – |
