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
$454M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.15M
3
+$6.9M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.21M
5
GLD icon
SPDR Gold Trust
GLD
+$5.22M

Top Sells

1
+$11.2M
2
+$9.61M
3
+$8.37M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.07M
5
WBND
Western Asset Total Return ETF
WBND
+$5.22M

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
276
$52K 0.01%
478
-5
277
$51K 0.01%
1,122
-1,890
278
$51K 0.01%
1,036
279
$49K 0.01%
1,174
280
$49K 0.01%
2,530
281
$48K 0.01%
173
282
$48K 0.01%
600
-100
283
$47K 0.01%
1,272
-1,468
284
$47K 0.01%
943
285
$46K 0.01%
1,455
286
$45K 0.01%
527
+3
287
$45K 0.01%
600
288
$45K 0.01%
272
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289
$45K 0.01%
711
+246
290
$45K 0.01%
245
291
$44K 0.01%
1,133
+274
292
$44K 0.01%
1,000
293
$43K 0.01%
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294
$42K 0.01%
300
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295
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320
296
$41K 0.01%
1,242
297
$41K 0.01%
2,116
298
$39K 0.01%
200
+17
299
$39K 0.01%
1,544
300
$39K 0.01%
1,137
-8,297
10 11
12
13 14