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
$462M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11M
3
+$10.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.1M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$8.06M

Top Sells

1
+$15.8M
2
+$11.4M
3
+$11.1M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$10.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.52M

Sector Composition

1 Financials 5.34%
2 Consumer Discretionary 3.79%
3 Technology 3.32%
4 Healthcare 1.75%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.04%
2,196
177
$199K 0.04%
1,441
-59
178
$194K 0.04%
3,312
-117,528
179
$193K 0.04%
2,115
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180
$191K 0.04%
1,549
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181
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3,994
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182
$189K 0.04%
1,464
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183
$189K 0.04%
5,707
-257,982
184
$185K 0.04%
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185
$182K 0.04%
1,636
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186
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4,619
187
$172K 0.04%
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188
$171K 0.04%
3,798
+3,772
189
$162K 0.04%
5,204
190
$161K 0.03%
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191
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3,651
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192
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193
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194
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1,156
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195
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2,661
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196
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4,212
-10,238
197
$154K 0.03%
6,058
198
$152K 0.03%
1,387
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199
$152K 0.03%
10,390
200
$152K 0.03%
1,119
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