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
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$265K 0.06%
+4,339
177
$264K 0.06%
+1,241
178
$263K 0.05%
+8,273
179
$261K 0.05%
+7,452
180
$260K 0.05%
+3,334
181
$260K 0.05%
+1,652
182
$255K 0.05%
+4,857
183
$254K 0.05%
+5,092
184
$254K 0.05%
+3,176
185
$254K 0.05%
+2,139
186
$250K 0.05%
+1,082
187
$249K 0.05%
+2,876
188
$243K 0.05%
+2,259
189
$242K 0.05%
+845
190
$241K 0.05%
+11,073
191
$233K 0.05%
+3,882
192
$231K 0.05%
+7,495
193
$222K 0.05%
+6,709
194
$219K 0.05%
+4,386
195
$208K 0.04%
+594
196
$205K 0.04%
+2,229
197
$205K 0.04%
+746
198
$204K 0.04%
+2,417
199
$203K 0.04%
+6,058
200
$200K 0.04%
+2,965
6 7
8
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