DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
-$273K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$22.3M
3
+$21.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$8.67M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.35M

Top Sells

1
+$29.9M
2
+$19.8M
3
+$13.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$12.6M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$7.12M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.2%
3 Financials 2.84%
4 Communication Services 2%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
105
427
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428
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-114
436
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440
$7K ﹤0.01%
+214
441
$6K ﹤0.01%
12
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5
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+55
446
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447
$6K ﹤0.01%
121
-10
448
$6K ﹤0.01%
55
449
$5K ﹤0.01%
+17
450
$5K ﹤0.01%
+143
16 17
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