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
351
$21K ﹤0.01%
+252
352
$21K ﹤0.01%
166
+18
353
$21K ﹤0.01%
719
354
$21K ﹤0.01%
+457
355
$21K ﹤0.01%
181
356
$21K ﹤0.01%
272
-407
357
$20K ﹤0.01%
352
358
$20K ﹤0.01%
201
359
$20K ﹤0.01%
450
360
$20K ﹤0.01%
121
-1,447
361
$20K ﹤0.01%
352
+86
362
$20K ﹤0.01%
182
363
$19K ﹤0.01%
+615
364
$19K ﹤0.01%
+381
365
$19K ﹤0.01%
540
-760
366
$19K ﹤0.01%
224
367
$19K ﹤0.01%
719
368
$19K ﹤0.01%
+63
369
$18K ﹤0.01%
500
370
$18K ﹤0.01%
217
+75
371
$18K ﹤0.01%
257
-35
372
$18K ﹤0.01%
570
-430
373
$17K ﹤0.01%
950
-350
374
$17K ﹤0.01%
+78
375
$17K ﹤0.01%
282
13 14
15
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