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
$445M
AUM Growth
-$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.86M
3
+$9.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$4.84M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$4.43M

Top Sells

1
+$12M
2
+$9.65M
3
+$9.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.11M
5
GLD icon
SPDR Gold Trust
GLD
+$4.68M

Sector Composition

1 Financials 4.76%
2 Technology 3.59%
3 Consumer Discretionary 3.51%
4 Communication Services 1.9%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
65
452
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450
453
$8K ﹤0.01%
572
454
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455
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76
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78
457
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42
+9
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297
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459
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460
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98
-2,686
461
$7K ﹤0.01%
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$7K ﹤0.01%
105
465
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20
466
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471
467
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468
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470
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50
471
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472
$6K ﹤0.01%
39
473
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474
$6K ﹤0.01%
66
475
$6K ﹤0.01%
173
17 18
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