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 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
476
$6K ﹤0.01%
173
477
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220
478
$6K ﹤0.01%
68
479
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3,507
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409
+109
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484
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47
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33
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45
488
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5
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2,331
497
$5K ﹤0.01%
76
498
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125
+75
499
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88
500
$4K ﹤0.01%
108