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
401
$13K ﹤0.01%
114
402
$13K ﹤0.01%
28
403
$13K ﹤0.01%
150
404
$12K ﹤0.01%
44
405
$12K ﹤0.01%
396
406
$12K ﹤0.01%
460
407
$12K ﹤0.01%
424
-818
408
$12K ﹤0.01%
526
409
$12K ﹤0.01%
97
410
$12K ﹤0.01%
51
411
$11K ﹤0.01%
27
412
$11K ﹤0.01%
231
413
$11K ﹤0.01%
46
414
$11K ﹤0.01%
107
415
$11K ﹤0.01%
401
416
$11K ﹤0.01%
3,000
+1,000
417
$10K ﹤0.01%
240
418
$10K ﹤0.01%
50
419
$10K ﹤0.01%
115
-30
420
$10K ﹤0.01%
48
421
$10K ﹤0.01%
257
422
$10K ﹤0.01%
203
423
$10K ﹤0.01%
75
424
$10K ﹤0.01%
131
425
$10K ﹤0.01%
179
15 16
17
18 19