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
$454M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.15M
3
+$6.9M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.21M
5
GLD icon
SPDR Gold Trust
GLD
+$5.22M

Top Sells

1
+$11.2M
2
+$9.61M
3
+$8.37M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.07M
5
WBND
Western Asset Total Return ETF
WBND
+$5.22M

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
526
$4K ﹤0.01%
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527
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528
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530
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531
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532
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-200
533
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534
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535
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49
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$3K ﹤0.01%
+5
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538
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+21
540
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+20
541
$3K ﹤0.01%
+54
542
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543
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108
544
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+45
545
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+80
546
$3K ﹤0.01%
106
547
$3K ﹤0.01%
+8
548
$3K ﹤0.01%
+13
549
$3K ﹤0.01%
+12
550
$3K ﹤0.01%
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