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 Buys

1
+$10.6M
2
+$9.86M
3
+$9.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$4.84M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$4.43M

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%
220
477
$6K ﹤0.01%
68
478
$6K ﹤0.01%
3,507
479
$6K ﹤0.01%
409
+109
480
$6K ﹤0.01%
92
481
$6K ﹤0.01%
46
482
$6K ﹤0.01%
84
-48
483
$6K ﹤0.01%
100
484
$5K ﹤0.01%
166
485
$5K ﹤0.01%
105
486
$5K ﹤0.01%
16
487
$5K ﹤0.01%
29
488
$5K ﹤0.01%
98
489
$5K ﹤0.01%
42
490
$5K ﹤0.01%
5
491
$5K ﹤0.01%
2,331
492
$5K ﹤0.01%
76
493
$5K ﹤0.01%
125
+75
494
$5K ﹤0.01%
88
495
$5K ﹤0.01%
94
-80
496
$5K ﹤0.01%
47
497
$5K ﹤0.01%
33
498
$5K ﹤0.01%
45
499
$5K ﹤0.01%
185
500
$4K ﹤0.01%
108
18 19
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