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
301
$48K 0.01%
+302
302
$48K 0.01%
+80
303
$48K 0.01%
+3,389
304
$48K 0.01%
+597
305
$47K 0.01%
+258
306
$47K 0.01%
+272
307
$47K 0.01%
+2,128
308
$47K 0.01%
+670
309
$46K 0.01%
+667
310
$46K 0.01%
+982
311
$45K 0.01%
+358
312
$44K 0.01%
+368
313
$44K 0.01%
+848
314
$43K 0.01%
+1,544
315
$43K 0.01%
+1,000
316
$42K 0.01%
+500
317
$42K 0.01%
+319
318
$42K 0.01%
+6,900
319
$42K 0.01%
+500
320
$42K 0.01%
+1,532
321
$41K 0.01%
+471
322
$41K 0.01%
+519
323
$40K 0.01%
+199
324
$39K 0.01%
+866
325
$39K 0.01%
+781
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