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
$454M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$7.89M
3
+$6.89M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.21M
5
GLD icon
SPDR Gold Trust
GLD
+$5.03M

Top Sells

1
+$10.2M
2
+$8.38M
3
+$8.02M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$6.7M
5
WBND
Western Asset Total Return ETF
WBND
+$5.06M

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
476
$7K ﹤0.01%
+98
477
$7K ﹤0.01%
112
+75
478
$7K ﹤0.01%
+78
479
$7K ﹤0.01%
+2,331
480
$7K ﹤0.01%
+41
481
$7K ﹤0.01%
66
-500
482
$7K ﹤0.01%
173
483
$7K ﹤0.01%
471
484
$7K ﹤0.01%
+64
485
$7K ﹤0.01%
+33
486
$7K ﹤0.01%
2,000
487
$6K ﹤0.01%
+220
488
$6K ﹤0.01%
+166
489
$6K ﹤0.01%
+39
490
$6K ﹤0.01%
105
491
$6K ﹤0.01%
+29
492
$6K ﹤0.01%
27
493
$6K ﹤0.01%
+42
494
$6K ﹤0.01%
5
495
$6K ﹤0.01%
113
496
$6K ﹤0.01%
+20
497
$6K ﹤0.01%
+300
498
$6K ﹤0.01%
+92
499
$6K ﹤0.01%
46
-16
500
$6K ﹤0.01%
+88
18 19
20
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