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
$479M
AUM Growth
-$273K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$22.4M
3
+$21.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$8.27M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.36M

Top Sells

1
+$29.2M
2
+$19.7M
3
+$13.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$12.6M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$7.11M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.2%
3 Financials 2.84%
4 Communication Services 2%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
53
-5
477
$4K ﹤0.01%
+19
478
$4K ﹤0.01%
+101
479
$4K ﹤0.01%
27
480
$4K ﹤0.01%
+59
481
$4K ﹤0.01%
+88
482
$4K ﹤0.01%
+51
483
$4K ﹤0.01%
24
484
$4K ﹤0.01%
+11
485
$4K ﹤0.01%
+49
486
$4K ﹤0.01%
68
487
$4K ﹤0.01%
26
488
$4K ﹤0.01%
28
489
$3K ﹤0.01%
+36
490
$3K ﹤0.01%
+39
491
$3K ﹤0.01%
+176
492
$3K ﹤0.01%
+55
493
$3K ﹤0.01%
+169
494
$3K ﹤0.01%
37
495
$3K ﹤0.01%
+6
496
$3K ﹤0.01%
+58
497
$3K ﹤0.01%
+100
498
$3K ﹤0.01%
14
499
$3K ﹤0.01%
+51
500
$3K ﹤0.01%
+9
18 19
20
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