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
$523M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.76M
3
+$6.95M
4
EFX icon
Equifax
EFX
+$4.9M
5
BEDZ icon
AdvisorShares Hotel ETF
BEDZ
+$2.25M

Top Sells

1
+$4.19M
2
+$3.37M
3
+$3.11M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.76M
5
NFLX icon
Netflix
NFLX
+$2.26M

Sector Composition

1 Consumer Discretionary 3.65%
2 Technology 3.02%
3 Financials 2.78%
4 Communication Services 1.57%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 4.42%
445,361
-53,341
2
$21.2M 4.05%
199,096
-12,533
3
$18.3M 3.51%
368,824
-62,498
4
$15.8M 3.03%
91,980
+5,000
5
$15.8M 3.02%
504,444
-38,181
6
$13.2M 2.52%
255,989
-8,071
7
$11.8M 2.25%
377,318
+315,919
8
$10.4M 1.99%
126,374
-5,269
9
$10.3M 1.96%
140,980
-6,537
10
$10.1M 1.93%
245,890
+2,192
11
$9.63M 1.84%
238,841
+26,500
12
$9.53M 1.82%
61,571
+4,054
13
$9.42M 1.8%
288,998
+30,796
14
$9.41M 1.8%
94,418
-7,546
15
$9.18M 1.76%
278,969
-4,364
16
$8.84M 1.69%
120,108
-2,553
17
$8.76M 1.68%
+350,586
18
$8.62M 1.65%
70,511
+1,158
19
$8.54M 1.63%
57,839
+3,757
20
$8.29M 1.59%
155,427
-8,805
21
$8.18M 1.56%
63,069
+10,945
22
$7.4M 1.42%
54,033
+1,053
23
$7.3M 1.4%
91,000
+2,584
24
$6.95M 1.33%
+125,926
25
$6.71M 1.28%
49,534
+3,274
1
2 3 4 5