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
301
$38K 0.01%
912
302
$38K 0.01%
913
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303
$38K 0.01%
500
304
$38K 0.01%
522
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306
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307
$36K 0.01%
+1,000
308
$35K 0.01%
530
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309
$35K 0.01%
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310
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272
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500
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312
$34K 0.01%
484
313
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130
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$33K 0.01%
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365
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$33K 0.01%
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318
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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$30K 0.01%
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1,410
323
$30K 0.01%
91
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$30K 0.01%
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325
$29K 0.01%
451
11 12
13
14 15