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
$519M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 3.56%
3 Financials 2.98%
4 Communication Services 1.66%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$197K 0.04%
3,774
177
$191K 0.04%
6,358
-300,254
178
$190K 0.04%
3,658
-562
179
$189K 0.04%
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180
$189K 0.04%
3,188
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181
$188K 0.04%
2,313
+2,041
182
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547
183
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184
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5,204
185
$182K 0.04%
2,874
186
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187
$176K 0.03%
370
188
$176K 0.03%
698
189
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3,307
190
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1,228
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191
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192
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193
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195
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196
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197
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198
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2,363
199
$157K 0.03%
2,493
200
$151K 0.03%
425
+1
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