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
251
$69K 0.02%
5,260
252
$67K 0.02%
3,312
-3,384
253
$66K 0.01%
1,220
254
$66K 0.01%
3,308
255
$65K 0.01%
144
256
$65K 0.01%
422
257
$63K 0.01%
1,000
-106
258
$62K 0.01%
1,008
259
$62K 0.01%
3,257
260
$61K 0.01%
808
-1,353
261
$60K 0.01%
3,925
262
$59K 0.01%
2,781
263
$59K 0.01%
1,304
264
$59K 0.01%
1,079
+3
265
$58K 0.01%
2,619
266
$57K 0.01%
344
-585
267
$57K 0.01%
1,236
268
$55K 0.01%
599
269
$55K 0.01%
+10,000
270
$54K 0.01%
1,303
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271
$54K 0.01%
444
272
$53K 0.01%
736
-133
273
$53K 0.01%
1,091
274
$53K 0.01%
+1,250
275
$52K 0.01%
757
9 10
11
12 13