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
351
$20K ﹤0.01%
194
+26
352
$20K ﹤0.01%
6,900
353
$20K ﹤0.01%
63
354
$20K ﹤0.01%
354
355
$20K ﹤0.01%
457
356
$20K ﹤0.01%
272
357
$20K ﹤0.01%
1,735
+1,167
358
$19K ﹤0.01%
201
359
$19K ﹤0.01%
450
360
$19K ﹤0.01%
165
-1
361
$19K ﹤0.01%
840
-14,174
362
$19K ﹤0.01%
182
363
$18K ﹤0.01%
381
364
$18K ﹤0.01%
224
365
$18K ﹤0.01%
123
366
$18K ﹤0.01%
712
-5,441
367
$18K ﹤0.01%
352
368
$18K ﹤0.01%
+160
369
$18K ﹤0.01%
78
370
$18K ﹤0.01%
390
371
$18K ﹤0.01%
+1,000
372
$18K ﹤0.01%
615
373
$17K ﹤0.01%
+5,000
374
$17K ﹤0.01%
719
375
$17K ﹤0.01%
200
+27
13 14
15
16 17