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

Top Buys

1
+$7.76M
2
+$7.51M
3
+$4.51M
4
WBND
Western Asset Total Return ETF
WBND
+$4.4M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.39M

Top Sells

1
+$18.4M
2
+$9.17M
3
+$6.38M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.99M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$566K

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
201
$148K 0.03%
1,343
202
$147K 0.03%
3,546
203
$144K 0.03%
873
204
$137K 0.03%
205
205
$136K 0.03%
2,384
+2,278
206
$136K 0.03%
1,109
207
$136K 0.03%
3,731
208
$134K 0.03%
2,010
209
$133K 0.03%
3,233
+84
210
$133K 0.03%
2,292
211
$131K 0.03%
7,034
-343
212
$129K 0.02%
1,551
+1,499
213
$129K 0.02%
3,711
214
$126K 0.02%
627
215
$125K 0.02%
1,613
216
$124K 0.02%
2,740
217
$124K 0.02%
487
218
$122K 0.02%
1,749
219
$118K 0.02%
681
220
$116K 0.02%
6,907
221
$114K 0.02%
+4,525
222
$113K 0.02%
+2,231
223
$112K 0.02%
1,880
224
$109K 0.02%
+4,293
225
$103K 0.02%
3,846
7 8
9
10 11