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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$8.73M
3
+$6.65M
4
EFX icon
Equifax
EFX
+$4.57M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.31M

Top Sells

1
+$4.08M
2
+$3.35M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.77M
5
NFLX icon
Netflix
NFLX
+$2.19M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$226K 0.04%
1,026
+328
177
$224K 0.04%
7,458
178
$222K 0.04%
+1,500
179
$213K 0.04%
363
180
$209K 0.04%
3,792
181
$205K 0.04%
3,642
-654
182
$200K 0.04%
10,000
183
– –
-37
184
– –
-764
185
– –
-2,137
186
– –
-1,330
187
– –
-31
188
– –
-165
189
– –
-501
190
– –
-1,613
191
– –
-129
192
– –
-2,363
193
– –
-108
194
– –
-638
195
– –
-943
196
– –
-484
197
– –
-257
198
– –
-994
199
– –
-97
200
– –
-500
6 7
8
9 10