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
669
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
426
$10K ﹤0.01%
179
+159
427
$10K ﹤0.01%
+308
428
$10K ﹤0.01%
240
429
$10K ﹤0.01%
+48
430
$10K ﹤0.01%
+153
431
$10K ﹤0.01%
294
-5
432
$10K ﹤0.01%
91
433
$10K ﹤0.01%
32
-267
434
$10K ﹤0.01%
46
-501
435
$10K ﹤0.01%
45
436
$10K ﹤0.01%
198
+130
437
$10K ﹤0.01%
+45
438
$9K ﹤0.01%
356
+167
439
$9K ﹤0.01%
78
-799
440
$9K ﹤0.01%
78
-776
441
$9K ﹤0.01%
44
442
$9K ﹤0.01%
+103
443
$9K ﹤0.01%
211
-196,529
444
$9K ﹤0.01%
233
+156
445
$9K ﹤0.01%
109
446
$9K ﹤0.01%
500
447
$9K ﹤0.01%
+27
448
$9K ﹤0.01%
+33
449
$9K ﹤0.01%
450
-50
450
$9K ﹤0.01%
+76
16 17
18
19 20