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
$498M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.4M
3
+$1.38M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$873K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$848K

Top Sells

1
+$4.9M
2
+$2.75M
3
+$2.7M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.59M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.02M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.03%
3 Financials 2.97%
4 Communication Services 1.65%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82K 0.02%
+1,083
227
$82K 0.02%
+6,430
228
$82K 0.02%
+2,918
229
$82K 0.02%
+317
230
$81K 0.02%
+748
231
$81K 0.02%
+1,091
232
$81K 0.02%
+422
233
$80K 0.02%
+1,072
234
$80K 0.02%
+1,758
235
$79K 0.02%
+233
236
$79K 0.02%
+1,130
237
$78K 0.02%
+700
238
$78K 0.02%
+1,236
239
$77K 0.02%
+765
240
$77K 0.02%
+124
241
$77K 0.02%
+1,069
242
$75K 0.02%
+514
243
$75K 0.02%
+846
244
$72K 0.01%
+1,220
245
$65K 0.01%
+1,350
246
$64K 0.01%
+794
247
$63K 0.01%
+141
248
$63K 0.01%
+1,832
249
$63K 0.01%
+213
250
$63K 0.01%
+728
8 9
10
11 12