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
76
$914K 0.16%
5,019
-382
77
$911K 0.16%
15,535
-200
78
$823K 0.15%
21,409
-208
79
$796K 0.14%
18,910
80
$745K 0.13%
14,849
-640
81
$744K 0.13%
9,325
82
$743K 0.13%
10,835
-10,915
83
$711K 0.13%
6,184
-89
84
$666K 0.12%
16,260
85
$665K 0.12%
25,959
-1,926
86
$663K 0.12%
1,987
87
$655K 0.12%
3,184
-1,915
88
$633K 0.11%
+12,073
89
$623K 0.11%
6,120
90
$582K 0.1%
16,978
+6,019
91
$576K 0.1%
8,982
-28
92
$558K 0.1%
24,495
93
$532K 0.1%
4,000
94
$518K 0.09%
5,639
-10,600
95
$502K 0.09%
2,729
+150
96
$490K 0.09%
16,588
97
$476K 0.09%
3,016
-161
98
$465K 0.08%
1,788
-81
99
$440K 0.08%
6,887
-90
100
$433K 0.08%
2,061
-1,085
2 3
4
5 6