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
526
$4K ﹤0.01%
15
527
$4K ﹤0.01%
+21
528
$4K ﹤0.01%
+39
529
$4K ﹤0.01%
42
-568
530
$4K ﹤0.01%
180
531
$4K ﹤0.01%
300
-200
532
$4K ﹤0.01%
50
533
$4K ﹤0.01%
76
+66
534
$4K ﹤0.01%
25
-31
535
$4K ﹤0.01%
49
-792
536
$3K ﹤0.01%
93
537
$3K ﹤0.01%
15
538
$3K ﹤0.01%
43
539
$3K ﹤0.01%
+22
540
$3K ﹤0.01%
8
541
$3K ﹤0.01%
+9
542
$3K ﹤0.01%
+12
543
$3K ﹤0.01%
+108
544
$3K ﹤0.01%
+21
545
$3K ﹤0.01%
+20
546
$3K ﹤0.01%
+54
547
$3K ﹤0.01%
+61
548
$3K ﹤0.01%
108
549
$3K ﹤0.01%
+45
550
$3K ﹤0.01%
+80
20 21
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