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
201
$151K 0.03%
3,265
202
$150K 0.03%
3,672
203
$148K 0.03%
2,071
-4,345
204
$144K 0.03%
3,792
205
$141K 0.03%
6,855
-233,345
206
$140K 0.03%
1,541
-800
207
$138K 0.03%
4,339
+333
208
$135K 0.03%
651
-95
209
$132K 0.03%
3,976
+1,017
210
$128K 0.03%
3,711
211
$128K 0.03%
4,297
+763
212
$126K 0.03%
589
213
$123K 0.03%
2,307
-81,678
214
$122K 0.03%
821
+96
215
$122K 0.03%
3,704
+185
216
$121K 0.03%
1,279
-3,028
217
$119K 0.03%
2,493
218
$117K 0.03%
+2,463
219
$116K 0.03%
+13,853
220
$115K 0.03%
6,262
-5,459
221
$115K 0.02%
2,923
+377
222
$112K 0.02%
2,010
223
$111K 0.02%
801
-1,147
224
$108K 0.02%
3,201
225
$106K 0.02%
1,715
-35
7 8
9
10 11