DWP

Destiny Wealth Partners Portfolio holdings

AUM $914M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.94M
3
+$3.65M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$2.91M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.32M

Top Sells

1
+$8.1M
2
+$2.09M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
NFLX icon
Netflix
NFLX
+$1.53M

Sector Composition

1 Technology 11.56%
2 Consumer Discretionary 6%
3 Communication Services 4.87%
4 Financials 4.56%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$145K 0.02%
+10,000
202
$78.2K 0.01%
52,500
203
$67.4K 0.01%
14,840
204
$40.3K ﹤0.01%
10,008
205
$33K ﹤0.01%
20,000
206
– –
-1,555
207
– –
-4,160
208
– –
-45,011
5 6 7 8
9