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
251
$71K 0.02%
269
+68
252
$71K 0.02%
5,260
253
$70K 0.02%
1,220
254
$70K 0.02%
869
-377
255
$69K 0.02%
144
+75
256
$69K 0.02%
3,257
257
$67K 0.01%
1,008
258
$65K 0.01%
422
-5
259
$64K 0.01%
1,236
260
$63K 0.01%
3,925
-2,575
261
$63K 0.01%
2,619
262
$63K 0.01%
+3,308
263
$62K 0.01%
757
-93
264
$62K 0.01%
1,304
-737
265
$60K 0.01%
1,297
+542
266
$60K 0.01%
1,091
267
$59K 0.01%
1,290
-62
268
$59K 0.01%
1,076
+3
269
$58K 0.01%
599
270
$57K 0.01%
444
271
$55K 0.01%
179
-54
272
$54K 0.01%
+823
273
$53K 0.01%
2,514
-251
274
$52K 0.01%
1,174
275
$52K 0.01%
478
-5
9 10
11
12 13