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
$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
+$882K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$852K

Top Sells

1
+$4.9M
2
+$2.76M
3
+$2.73M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.6M
5
SPTS icon
State Street 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
426
$9K ﹤0.01%
+408
427
$9K ﹤0.01%
+27
428
$9K ﹤0.01%
+132
429
$9K ﹤0.01%
+500
430
$9K ﹤0.01%
+60
431
$8K ﹤0.01%
+279
432
$8K ﹤0.01%
+169
433
$8K ﹤0.01%
+50
434
$8K ﹤0.01%
+125
435
$8K ﹤0.01%
+152
436
$8K ﹤0.01%
+47
437
$8K ﹤0.01%
+105
438
$7K ﹤0.01%
+34
439
$7K ﹤0.01%
+8
440
$7K ﹤0.01%
+295
441
$7K ﹤0.01%
+33
442
$7K ﹤0.01%
+5
443
$7K ﹤0.01%
+116
444
$6K ﹤0.01%
+105
445
$6K ﹤0.01%
+24
446
$6K ﹤0.01%
+21
447
$6K ﹤0.01%
+209
448
$6K ﹤0.01%
+29
449
$6K ﹤0.01%
+55
450
$6K ﹤0.01%
+106
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