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
$498M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.4M
3
+$1.38M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$882K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$852K

Top Sells

1
+$4.9M
2
+$2.76M
3
+$2.73M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$2.6M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.02M

Sector Composition

1 Consumer Discretionary 3.44%
2 Technology 3.03%
3 Financials 2.97%
4 Communication Services 1.65%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+20
477
$3K ﹤0.01%
+94
478
$3K ﹤0.01%
+81
479
$3K ﹤0.01%
+37
480
$3K ﹤0.01%
+100
481
$3K ﹤0.01%
+8
482
$3K ﹤0.01%
+120
483
$3K ﹤0.01%
+6
484
$3K ﹤0.01%
+133
485
$3K ﹤0.01%
+75
486
$2K ﹤0.01%
+37
487
$2K ﹤0.01%
+15
488
$2K ﹤0.01%
+15
489
$2K ﹤0.01%
+31
490
$2K ﹤0.01%
+50
491
$2K ﹤0.01%
+100
492
$2K ﹤0.01%
+40
493
$2K ﹤0.01%
+50
494
$2K ﹤0.01%
+37
495
$2K ﹤0.01%
+536
496
$2K ﹤0.01%
+54
497
$2K ﹤0.01%
+42
498
$1K ﹤0.01%
+100
499
$1K ﹤0.01%
+45
500
$1K ﹤0.01%
+100
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