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
326
$38K 0.01%
+200
327
$38K 0.01%
+338
328
$38K 0.01%
+646
329
$38K 0.01%
+2,000
330
$37K 0.01%
+3,400
331
$37K 0.01%
+250
332
$36K 0.01%
+700
333
$35K 0.01%
+134
334
$34K 0.01%
+1,500
335
$34K 0.01%
+638
336
$34K 0.01%
+396
337
$34K 0.01%
+465
338
$34K 0.01%
+533
339
$34K 0.01%
+232
340
$33K 0.01%
+164
341
$33K 0.01%
+67
342
$33K 0.01%
+360
343
$33K 0.01%
+1,318
344
$32K 0.01%
+412
345
$32K 0.01%
+148
346
$32K 0.01%
+281
347
$31K 0.01%
+400
348
$30K 0.01%
+112
349
$30K 0.01%
+171
350
$30K 0.01%
+1,314
12 13
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