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
451
$6K ﹤0.01%
+29
452
$5K ﹤0.01%
+306
453
$5K ﹤0.01%
+50
454
$5K ﹤0.01%
+12
455
$5K ﹤0.01%
+26
456
$5K ﹤0.01%
+16
457
$5K ﹤0.01%
+189
458
$5K ﹤0.01%
+86
459
$5K ﹤0.01%
+48
460
$5K ﹤0.01%
+100
461
$5K ﹤0.01%
+163
462
$5K ﹤0.01%
+200
463
$5K ﹤0.01%
+13
464
$5K ﹤0.01%
+29
465
$5K ﹤0.01%
+96
466
$5K ﹤0.01%
+101
467
$4K ﹤0.01%
+59
468
$4K ﹤0.01%
+52
469
$4K ﹤0.01%
+128
470
$4K ﹤0.01%
+27
471
$4K ﹤0.01%
+10
472
$4K ﹤0.01%
+104
473
$4K ﹤0.01%
+34
474
$4K ﹤0.01%
+320
475
$4K ﹤0.01%
+68
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