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
251
$62K 0.01%
+267
252
$60K 0.01%
+368
253
$60K 0.01%
+1,000
254
$60K 0.01%
+1,560
255
$60K 0.01%
+202
256
$60K 0.01%
+307
257
$59K 0.01%
+474
258
$59K 0.01%
+1,054
259
$59K 0.01%
+445
260
$58K 0.01%
+727
261
$58K 0.01%
+826
262
$58K 0.01%
+397
263
$57K 0.01%
+600
264
$57K 0.01%
+947
265
$57K 0.01%
+335
266
$57K 0.01%
+444
267
$56K 0.01%
+1,385
268
$56K 0.01%
+576
269
$56K 0.01%
+919
270
$56K 0.01%
+1,394
271
$56K 0.01%
+413
272
$56K 0.01%
+1,174
273
$56K 0.01%
+358
274
$55K 0.01%
+538
275
$55K 0.01%
+332
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