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
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605
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$0 ﹤0.01%
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614
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615
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616
$0 ﹤0.01%
1
617
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618
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619
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620
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621
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622
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623
$0 ﹤0.01%
4
624
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625
$0 ﹤0.01%
8
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