DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
+$882K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$852K

Top Sells

1
+$4.9M
2
+$2.76M
3
+$2.73M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.6M
5
SPTS icon
State Street 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%
+332
277
$55K 0.01%
+538
278
$54K 0.01%
+870
279
$54K 0.01%
+2,293
280
$54K 0.01%
+2,462
281
$54K 0.01%
+1,174
282
$54K 0.01%
+527
283
$54K 0.01%
+1,086
284
$53K 0.01%
+1,008
285
$53K 0.01%
+893
286
$53K 0.01%
+115
287
$53K 0.01%
+544
288
$52K 0.01%
+317
289
$52K 0.01%
+943
290
$51K 0.01%
+962
291
$51K 0.01%
+1,091
292
$51K 0.01%
+200
293
$51K 0.01%
+575
294
$51K 0.01%
+600
295
$51K 0.01%
+600
296
$51K 0.01%
+107
297
$50K 0.01%
+793
298
$50K 0.01%
+611
299
$50K 0.01%
+829
300
$50K 0.01%
+608
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