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
451
$9K ﹤0.01%
257
452
$9K ﹤0.01%
+155
453
$9K ﹤0.01%
+42
454
$9K ﹤0.01%
200
455
$9K ﹤0.01%
+339
456
$8K ﹤0.01%
+172
457
$8K ﹤0.01%
46
458
$8K ﹤0.01%
+84
459
$8K ﹤0.01%
+89
460
$8K ﹤0.01%
105
461
$8K ﹤0.01%
27
462
$8K ﹤0.01%
169
463
$8K ﹤0.01%
+220
464
$8K ﹤0.01%
+280
465
$8K ﹤0.01%
+35
466
$8K ﹤0.01%
50
467
$8K ﹤0.01%
+65
468
$8K ﹤0.01%
168
-1,567
469
$8K ﹤0.01%
53
+38
470
$8K ﹤0.01%
29
-407
471
$8K ﹤0.01%
+568
472
$7K ﹤0.01%
151
-824
473
$7K ﹤0.01%
+53
474
$7K ﹤0.01%
+3,507
475
$7K ﹤0.01%
46
-71
17 18
19
20 21