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
$454M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$7.89M
3
+$6.89M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.21M
5
GLD icon
SPDR Gold Trust
GLD
+$5.03M

Top Sells

1
+$10.2M
2
+$8.38M
3
+$8.02M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.7M
5
WBND
Western Asset Total Return ETF
WBND
+$5.06M

Sector Composition

1 Financials 4.43%
2 Technology 3.58%
3 Consumer Discretionary 3.19%
4 Communication Services 1.81%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.03%
1,173
227
$116K 0.03%
2,199
228
$114K 0.03%
805
-443
229
$104K 0.02%
678
230
$102K 0.02%
3,534
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231
$100K 0.02%
272
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232
$99K 0.02%
3,861
-838
233
$99K 0.02%
182
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234
$98K 0.02%
2,010
235
$98K 0.02%
1,023
+286
236
$95K 0.02%
316
237
$95K 0.02%
2,231
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238
$94K 0.02%
1,148
239
$92K 0.02%
2,959
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240
$92K 0.02%
4,293
241
$91K 0.02%
681
242
$90K 0.02%
2,292
243
$88K 0.02%
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244
$86K 0.02%
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245
$85K 0.02%
1,106
-559
246
$80K 0.02%
994
247
$78K 0.02%
574
-15
248
$78K 0.02%
1,072
249
$74K 0.02%
1,500
250
$72K 0.02%
2,781
+511
8 9
10
11 12