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
401
$13K ﹤0.01%
+190
402
$13K ﹤0.01%
+131
403
$13K ﹤0.01%
+50
404
$13K ﹤0.01%
+290
405
$13K ﹤0.01%
+266
406
$12K ﹤0.01%
+99
407
$12K ﹤0.01%
+173
408
$12K ﹤0.01%
+240
409
$12K ﹤0.01%
+142
410
$12K ﹤0.01%
+258
411
$12K ﹤0.01%
+45
412
$11K ﹤0.01%
+46
413
$11K ﹤0.01%
+213
414
$11K ﹤0.01%
+147
415
$11K ﹤0.01%
+41
416
$11K ﹤0.01%
+484
417
$11K ﹤0.01%
+97
418
$11K ﹤0.01%
+162
419
$10K ﹤0.01%
+229
420
$10K ﹤0.01%
+13
421
$10K ﹤0.01%
+979
422
$10K ﹤0.01%
+294
423
$10K ﹤0.01%
+132
424
$10K ﹤0.01%
+81
425
$10K ﹤0.01%
+56
15 16
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