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
276
$52K 0.01%
1,095
+441
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%
943
284
$47K 0.01%
636
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285
$46K 0.01%
1,455
286
$45K 0.01%
600
287
$45K 0.01%
272
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288
$45K 0.01%
711
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289
$45K 0.01%
527
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290
$45K 0.01%
245
291
$44K 0.01%
1,133
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292
$44K 0.01%
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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
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