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
$480M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.9M
3
+$19.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$17.4M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.21%
3 Financials 2.84%
4 Communication Services 1.98%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$196K 0.04%
+3,792
202
$193K 0.04%
+3,546
203
$183K 0.04%
+5,348
204
$182K 0.04%
+363
205
$182K 0.04%
+5,400
206
$180K 0.04%
+1,787
207
$178K 0.04%
+13,600
208
$175K 0.04%
+3,188
209
$170K 0.04%
+1,850
210
$170K 0.04%
+479
211
$162K 0.03%
+690
212
$161K 0.03%
+3,774
213
$161K 0.03%
+3,828
214
$161K 0.03%
+1,000
215
$153K 0.03%
+5,204
216
$152K 0.03%
+2,292
217
$152K 0.03%
+861
218
$151K 0.03%
+705
219
$149K 0.03%
+1,539
220
$147K 0.03%
+2,519
221
$146K 0.03%
+1,792
222
$145K 0.03%
+698
223
$144K 0.03%
+1,482
224
$141K 0.03%
+2,667
225
$138K 0.03%
+370
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