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
$479M
AUM Growth
-$273K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.4M
3
+$21.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$8.27M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.36M

Top Sells

1
+$29.2M
2
+$19.7M
3
+$13.8M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$12.6M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$7.11M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.2%
3 Financials 2.84%
4 Communication Services 2%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
834
352
$23K ﹤0.01%
405
-125,228
353
$23K ﹤0.01%
84
354
$23K ﹤0.01%
270
355
$22K ﹤0.01%
272
356
$22K ﹤0.01%
257
357
$22K ﹤0.01%
206
-5
358
$22K ﹤0.01%
454
359
$22K ﹤0.01%
706
360
$21K ﹤0.01%
324
361
$21K ﹤0.01%
273
-386
362
$21K ﹤0.01%
45
363
$21K ﹤0.01%
1,344
364
$21K ﹤0.01%
361
-47,128
365
$20K ﹤0.01%
1,044
366
$20K ﹤0.01%
311
367
$20K ﹤0.01%
191
+41
368
$20K ﹤0.01%
126
369
$20K ﹤0.01%
26
370
$19K ﹤0.01%
387
371
$19K ﹤0.01%
+146
372
$18K ﹤0.01%
220
373
$17K ﹤0.01%
203
374
$17K ﹤0.01%
300
-38
375
$17K ﹤0.01%
109
13 14
15
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