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
$495M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$22.9M
2 +$11.4M
3 +$11.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.85M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.96M

Sector Composition

1 Consumer Discretionary 5.19%
2 Technology 4.75%
3 Financials 3.98%
4 Communication Services 2.12%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,275