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
$454M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.15M
3
+$6.9M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.21M
5
GLD icon
SPDR Gold Trust
GLD
+$5.22M

Top Sells

1
+$11.2M
2
+$9.61M
3
+$8.37M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.07M
5
WBND
Western Asset Total Return ETF
WBND
+$5.22M

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%
91
427
$10K ﹤0.01%
32
-267
428
$10K ﹤0.01%
179
+159
429
$10K ﹤0.01%
+308
430
$10K ﹤0.01%
240
431
$10K ﹤0.01%
+48
432
$10K ﹤0.01%
+153
433
$10K ﹤0.01%
294
-5
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%
233
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$9K ﹤0.01%
44
440
$9K ﹤0.01%
+103
441
$9K ﹤0.01%
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442
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450
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356
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$9K ﹤0.01%
78
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445
$9K ﹤0.01%
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446
$9K ﹤0.01%
211
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447
$9K ﹤0.01%
109
448
$9K ﹤0.01%
500
449
$9K ﹤0.01%
+27
450
$9K ﹤0.01%
+76
16 17
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