DWP
Destiny Wealth Partners Portfolio holdings
AUM
$816M
1-Year Est. Return
22.72%
1 Year Est. Return
+22.72%
AUM
$744M
AUM Growth
+$114M
(+18%)
Holding
202
Top Buys
| 1 | +$13.1M | |
| 2 | +$10.5M | |
| 3 | +$8.87M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$4.86M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$4.41M |
Top Sells
| 1 | +$9.59M | |
| 2 | +$5.65M | |
| 3 | +$4.98M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$4.09M |
| 5 |
iShares Future Exponential Technologies ETF
XT
|
+$3.44M |
Sector Composition
| 1 | Technology | 10.86% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Financials | 5% |
| 4 | Communication Services | 4.3% |
| 5 | Healthcare | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Snap
SNAP
$13.1B
| – | – |
-148,648
|
|
||
202
Vanguard Long-Term Treasury ETF
VGLT
$9.85B
| – | – |
-98,086
|
|