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
$558M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.11M
3
+$942K
4
BXSL icon
Blackstone Secured Lending
BXSL
+$738K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$721K

Top Sells

1
+$2.25M
2
+$1.82M
3
+$1.73M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.55M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.54M

Sector Composition

1 Consumer Discretionary 6.16%
2 Technology 4.94%
3 Healthcare 4.11%
4 Financials 3.57%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.69%
120,629
-3,715
52
$3.86M 0.69%
23,379
-158
53
$3.57M 0.64%
39,760
-520
54
$3.24M 0.58%
93,140
+416
55
$3.12M 0.56%
47,354
-7,103
56
$2.43M 0.44%
40,781
-17,074
57
$2.39M 0.43%
49,631
-1,470
58
$2.32M 0.42%
73,768
+3,772
59
$2.21M 0.4%
9,673
60
$2.19M 0.39%
42,899
-1,200
61
$1.99M 0.36%
62,434
-137
62
$1.85M 0.33%
16,088
63
$1.54M 0.28%
60,988
-145
64
$1.47M 0.26%
22,850
65
$1.36M 0.24%
8,949
+926
66
$1.29M 0.23%
2,448
-3,282
67
$1.16M 0.21%
6,620
-291
68
$1.12M 0.2%
4,666
69
$1.11M 0.2%
10,244
-1,004
70
$1.09M 0.2%
6,228
-114
71
$1.06M 0.19%
9,142
-901
72
$1.04M 0.19%
11,510
-290
73
$1.02M 0.18%
4,986
74
$995K 0.18%
11,909
+1,875
75
$921K 0.17%
5,605
-71
1 2
3
4 5