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
$445M
AUM Growth
-$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.86M
3
+$9.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$4.84M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$4.43M

Top Sells

1
+$12M
2
+$9.65M
3
+$9.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.11M
5
GLD icon
SPDR Gold Trust
GLD
+$4.68M

Sector Composition

1 Financials 4.76%
2 Technology 3.59%
3 Consumer Discretionary 3.51%
4 Communication Services 1.9%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K 0.02%
3,861
227
$93K 0.02%
3,366
-343
228
$93K 0.02%
1,148
229
$93K 0.02%
2,307
230
$92K 0.02%
1,750
-1,572
231
$92K 0.02%
182
232
$91K 0.02%
3,534
233
$89K 0.02%
2,010
234
$89K 0.02%
2,959
235
$89K 0.02%
12,045
+12,008
236
$88K 0.02%
+2,000
237
$87K 0.02%
2,292
238
$85K 0.02%
316
239
$85K 0.02%
2,231
240
$84K 0.02%
+10,000
241
$84K 0.02%
1,672
-121,540
242
$83K 0.02%
4,293
243
$81K 0.02%
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244
$76K 0.02%
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245
$75K 0.02%
272
246
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270
+1
247
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+4,000
248
$73K 0.02%
893
-130
249
$71K 0.02%
994
250
$69K 0.02%
574
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10
11 12