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
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%
105
457
$8K ﹤0.01%
+220
458
$8K ﹤0.01%
+280
459
$8K ﹤0.01%
+65
460
$8K ﹤0.01%
168
-1,567
461
$8K ﹤0.01%
+172
462
$8K ﹤0.01%
46
463
$8K ﹤0.01%
+84
464
$8K ﹤0.01%
+89
465
$8K ﹤0.01%
27
466
$8K ﹤0.01%
169
467
$8K ﹤0.01%
+35
468
$8K ﹤0.01%
50
469
$8K ﹤0.01%
53
+38
470
$8K ﹤0.01%
29
-407
471
$8K ﹤0.01%
568
+543
472
$7K ﹤0.01%
151
-824
473
$7K ﹤0.01%
+53
474
$7K ﹤0.01%
+41
475
$7K ﹤0.01%
66
-500
17 18
19
20 21