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
376
$20K ﹤0.01%
+171
377
$20K ﹤0.01%
+109
378
$20K ﹤0.01%
+231
379
$19K ﹤0.01%
+273
380
$19K ﹤0.01%
+311
381
$17K ﹤0.01%
+201
382
$17K ﹤0.01%
+300
383
$16K ﹤0.01%
+460
384
$16K ﹤0.01%
+547
385
$16K ﹤0.01%
+300
386
$16K ﹤0.01%
+150
387
$16K ﹤0.01%
+390
388
$16K ﹤0.01%
+169
389
$15K ﹤0.01%
+305
390
$15K ﹤0.01%
+273
391
$15K ﹤0.01%
+500
392
$15K ﹤0.01%
+321
393
$15K ﹤0.01%
+401
394
$14K ﹤0.01%
+526
395
$14K ﹤0.01%
+181
396
$14K ﹤0.01%
+108
397
$14K ﹤0.01%
+480
398
$13K ﹤0.01%
+18
399
$13K ﹤0.01%
+86
400
$13K ﹤0.01%
+307
14 15
16
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