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
$479M
AUM Growth
-$273K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.4M
3
+$21.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$8.27M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.36M

Top Sells

1
+$29.2M
2
+$19.7M
3
+$13.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$12.6M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$7.11M

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
451
$5K ﹤0.01%
29
452
$5K ﹤0.01%
+270
453
$5K ﹤0.01%
327
-5
454
$5K ﹤0.01%
96
455
$5K ﹤0.01%
16
456
$5K ﹤0.01%
191
457
$5K ﹤0.01%
+17
458
$5K ﹤0.01%
+143
459
$5K ﹤0.01%
63
460
$5K ﹤0.01%
48
461
$5K ﹤0.01%
306
462
$5K ﹤0.01%
21
463
$4K ﹤0.01%
+32
464
$4K ﹤0.01%
+19
465
$4K ﹤0.01%
+105
466
$4K ﹤0.01%
98
467
$4K ﹤0.01%
128
468
$4K ﹤0.01%
12
469
$4K ﹤0.01%
+51
470
$4K ﹤0.01%
+9
471
$4K ﹤0.01%
+65
472
$4K ﹤0.01%
+18
473
$4K ﹤0.01%
34
474
$4K ﹤0.01%
+134
475
$4K ﹤0.01%
8
17 18
19
20 21