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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.11M
3
+$942K
4
BXSL icon
Blackstone Secured Lending
BXSL
+$738K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$721K

Top Sells

1
+$2.25M
2
+$1.82M
3
+$1.73M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.55M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.54M

Sector Composition

1 Consumer Discretionary 6.16%
2 Technology 4.94%
3 Healthcare 4.11%
4 Financials 3.57%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.74M 1.57%
105,986
-8,316
27
$8.5M 1.52%
75,931
-10,831
28
$7.65M 1.37%
93,877
-13,145
29
$7.58M 1.36%
18,014
-423
30
$7.35M 1.32%
157,595
-19,469
31
$7.2M 1.29%
47,680
-993
32
$7.15M 1.28%
149,403
-15,014
33
$7.15M 1.28%
194,602
-25,972
34
$6.75M 1.21%
115,325
-16,985
35
$6.59M 1.18%
134,475
+5,434
36
$6.34M 1.14%
14,285
+682
37
$6.03M 1.08%
104,154
+5,047
38
$5.6M 1%
110,272
-889
39
$5.29M 0.95%
10,114
+1,800
40
$5.23M 0.94%
213,253
-26,491
41
$5.2M 0.93%
51,541
-5,338
42
$5.08M 0.91%
79,629
+4,166
43
$5.02M 0.9%
20,101
-259
44
$5M 0.9%
45,248
-609
45
$4.96M 0.89%
83,221
+525
46
$4.74M 0.85%
7,805
+165
47
$4.36M 0.78%
184,157
-24,203
48
$4.26M 0.76%
16,897
-120
49
$4.14M 0.74%
75,804
-8,784
50
$3.92M 0.7%
82,364
-10,416
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