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
326
$28K 0.01%
91
327
$27K 0.01%
700
328
$26K 0.01%
322
-43
329
$26K 0.01%
+1,000
330
$26K 0.01%
676
331
$25K 0.01%
89
332
$25K 0.01%
453
+341
333
$24K 0.01%
451
334
$24K 0.01%
49
335
$23K 0.01%
279
336
$23K 0.01%
1,345
337
$23K 0.01%
260
338
$23K 0.01%
455
339
$23K 0.01%
144
340
$22K ﹤0.01%
+500
341
$22K ﹤0.01%
3,400
342
$22K ﹤0.01%
257
343
$22K ﹤0.01%
181
344
$22K ﹤0.01%
912
345
$22K ﹤0.01%
206
346
$21K ﹤0.01%
464
+5
347
$21K ﹤0.01%
719
348
$21K ﹤0.01%
250
349
$21K ﹤0.01%
743
350
$21K ﹤0.01%
667
12 13
14
15 16