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
276
$55K 0.01%
+482
277
$55K 0.01%
+173
278
$54K 0.01%
+1,086
279
$54K 0.01%
+527
280
$54K 0.01%
+1,174
281
$54K 0.01%
+2,462
282
$54K 0.01%
+2,293
283
$54K 0.01%
+870
284
$53K 0.01%
+1,008
285
$53K 0.01%
+544
286
$53K 0.01%
+115
287
$53K 0.01%
+893
288
$52K 0.01%
+943
289
$52K 0.01%
+317
290
$51K 0.01%
+200
291
$51K 0.01%
+1,091
292
$51K 0.01%
+962
293
$51K 0.01%
+107
294
$51K 0.01%
+600
295
$51K 0.01%
+600
296
$51K 0.01%
+575
297
$50K 0.01%
+608
298
$50K 0.01%
+829
299
$50K 0.01%
+611
300
$50K 0.01%
+793
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