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
401
$13K ﹤0.01%
28
+1
402
$13K ﹤0.01%
526
403
$13K ﹤0.01%
+125
404
$13K ﹤0.01%
+231
405
$13K ﹤0.01%
300
406
$13K ﹤0.01%
401
407
$12K ﹤0.01%
+174
408
$12K ﹤0.01%
+283
409
$12K ﹤0.01%
+450
410
$12K ﹤0.01%
460
411
$12K ﹤0.01%
500
412
$12K ﹤0.01%
48
+15
413
$12K ﹤0.01%
+173
414
$12K ﹤0.01%
396
415
$12K ﹤0.01%
+51
416
$12K ﹤0.01%
311
417
$11K ﹤0.01%
+572
418
$11K ﹤0.01%
+230
419
$11K ﹤0.01%
97
420
$11K ﹤0.01%
+153
421
$11K ﹤0.01%
+107
422
$11K ﹤0.01%
+75
423
$11K ﹤0.01%
50
424
$11K ﹤0.01%
+52
425
$11K ﹤0.01%
+203
15 16
17
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