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

Top Buys

1
+$7.64M
2
+$6.91M
3
+$4.53M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$4.45M
5
WBND
Western Asset Total Return ETF
WBND
+$4.34M

Top Sells

1
+$18.4M
2
+$9.02M
3
+$6.18M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$5.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$591K

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
1
$20.4M 3.94%
400,581
+5,356
2
$18.2M 3.5%
171,733
-1,330
3
$16.5M 3.18%
523,667
+133,733
4
$15.4M 2.98%
92,600
+4,960
5
$14.5M 2.8%
469,779
+4,722
6
$14.5M 2.8%
365,050
+113,642
7
$12.2M 2.34%
237,955
+4,030
8
$11.1M 2.14%
336,388
+3,333
9
$10.9M 2.1%
274,299
+6,976
10
$10.7M 2.06%
127,702
+1,489
11
$10.4M 2.01%
60,610
-27
12
$10.4M 2%
59,690
+235
13
$9.48M 1.83%
53,411
+2,442
14
$9.33M 1.8%
87,319
+1,865
15
$9.28M 1.79%
71,878
+1,290
16
$8.98M 1.73%
111,023
+2,454
17
$8.88M 1.71%
113,202
+4,887
18
$8.38M 1.61%
349,920
+136,013
19
$8.3M 1.6%
331,603
+15,649
20
$8.27M 1.59%
102,259
-4,173
21
$8.03M 1.55%
90,030
+38,020
22
$7.77M 1.5%
113,890
+26,487
23
$7.64M 1.47%
+82,343
24
$7.54M 1.45%
261,857
+16,131
25
$7.34M 1.41%
94,095
+23,893
1
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