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
351
$30K 0.01%
+454
352
$27K 0.01%
+248
353
$27K 0.01%
+450
354
$26K 0.01%
+270
355
$26K 0.01%
+69
356
$26K 0.01%
+260
357
$25K 0.01%
+90
358
$24K ﹤0.01%
+84
359
$24K ﹤0.01%
+730
360
$23K ﹤0.01%
+361
361
$23K ﹤0.01%
+405
362
$23K ﹤0.01%
+206
363
$23K ﹤0.01%
+200
364
$23K ﹤0.01%
+960
365
$23K ﹤0.01%
+534
366
$23K ﹤0.01%
+257
367
$23K ﹤0.01%
+150
368
$23K ﹤0.01%
+910
369
$22K ﹤0.01%
+706
370
$22K ﹤0.01%
+454
371
$22K ﹤0.01%
+45
372
$22K ﹤0.01%
+272
373
$21K ﹤0.01%
+1,530
374
$21K ﹤0.01%
+324
375
$20K ﹤0.01%
+180
13 14
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