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
$612M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$10.3M
3 +$6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.62M

Top Sells

1 +$11.8M
2 +$10.7M
3 +$6.05M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.81M
5
JPXN
iShares JPX-Nikkei 400 ETF
JPXN
+$2.78M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 5.35%
3 Communication Services 4.71%
4 Financials 3.85%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-36,323
177
-43,475