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
668
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
376
$17K ﹤0.01%
950
-350
377
$17K ﹤0.01%
+78
378
$17K ﹤0.01%
175
+2
379
$17K ﹤0.01%
+44
380
$17K ﹤0.01%
321
381
$16K ﹤0.01%
390
382
$16K ﹤0.01%
547
383
$16K ﹤0.01%
+164
384
$15K ﹤0.01%
+139
385
$15K ﹤0.01%
438
386
$15K ﹤0.01%
+145
387
$15K ﹤0.01%
131
+57
388
$15K ﹤0.01%
305
389
$15K ﹤0.01%
+168
390
$15K ﹤0.01%
46
-297
391
$15K ﹤0.01%
470
-27,720
392
$14K ﹤0.01%
+201
393
$14K ﹤0.01%
150
394
$14K ﹤0.01%
49
-18
395
$14K ﹤0.01%
283
-1,086
396
$14K ﹤0.01%
+132
397
$14K ﹤0.01%
+102
398
$14K ﹤0.01%
114
399
$13K ﹤0.01%
27
+9
400
$13K ﹤0.01%
270
14 15
16
17 18