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
326
$29K 0.01%
700
327
$29K 0.01%
164
328
$29K 0.01%
720
-2,022
329
$29K 0.01%
100,000
330
$28K 0.01%
123
331
$28K 0.01%
516
-1,172
332
$27K 0.01%
3,400
333
$26K 0.01%
+77
334
$25K 0.01%
+279
335
$25K 0.01%
1,345
-783
336
$25K 0.01%
459
+4
337
$25K 0.01%
260
338
$25K 0.01%
150
339
$24K 0.01%
6,900
340
$24K 0.01%
89
341
$23K 0.01%
+49
342
$23K 0.01%
455
343
$23K 0.01%
206
-667
344
$23K 0.01%
134
+91
345
$22K ﹤0.01%
354
346
$22K ﹤0.01%
912
347
$22K ﹤0.01%
144
348
$22K ﹤0.01%
250
-326
349
$21K ﹤0.01%
+743
350
$21K ﹤0.01%
667
+367
12 13
14
15 16