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
276
$52K 0.01%
1,290
277
$51K 0.01%
179
278
$51K 0.01%
1,036
279
$50K 0.01%
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280
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281
$48K 0.01%
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282
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283
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284
$45K 0.01%
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285
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823
286
$44K 0.01%
1,174
287
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288
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289
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291
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293
$43K 0.01%
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294
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295
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297
$40K 0.01%
2,116
298
$40K 0.01%
245
299
$39K 0.01%
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300
$39K 0.01%
272
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