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
668
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
576
$2K ﹤0.01%
+5
577
$1K ﹤0.01%
+40
578
– –
0
579
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49
580
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11
581
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25
-2
582
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302
583
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584
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+10
585
$1K ﹤0.01%
37
586
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10
587
$1K ﹤0.01%
26
588
$1K ﹤0.01%
5
589
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60
-5
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$1K ﹤0.01%
10
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$1K ﹤0.01%
100
592
$1K ﹤0.01%
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593
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594
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595
$1K ﹤0.01%
10
596
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597
$1K ﹤0.01%
13
598
$1K ﹤0.01%
14
599
$1K ﹤0.01%
26
600
$1K ﹤0.01%
100
22 23
24
25 26