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
376
$16K ﹤0.01%
950
377
$16K ﹤0.01%
531
-602
378
$16K ﹤0.01%
139
379
$16K ﹤0.01%
282
380
$16K ﹤0.01%
121
381
$16K ﹤0.01%
217
382
$16K ﹤0.01%
49
383
$16K ﹤0.01%
570
384
$15K ﹤0.01%
547
385
$15K ﹤0.01%
83
+31
386
$15K ﹤0.01%
46
387
$15K ﹤0.01%
500
388
$15K ﹤0.01%
178
+3
389
$15K ﹤0.01%
321
390
$14K ﹤0.01%
164
391
$14K ﹤0.01%
125
392
$14K ﹤0.01%
36
393
$14K ﹤0.01%
300
394
$14K ﹤0.01%
450
395
$14K ﹤0.01%
104
-1,474
396
$14K ﹤0.01%
236
+35
397
$13K ﹤0.01%
305
398
$13K ﹤0.01%
270
399
$13K ﹤0.01%
114
400
$13K ﹤0.01%
28
14 15
16
17 18