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
101
$432K 0.08%
3,313
102
$430K 0.08%
3,517
+98
103
$428K 0.08%
3,129
104
$426K 0.08%
13,326
105
$425K 0.08%
6,915
-113
106
$422K 0.08%
16,190
107
$422K 0.08%
5,163
108
$398K 0.07%
6,262
109
$396K 0.07%
2,063
110
$373K 0.07%
1,863
-342
111
$368K 0.07%
4,371
-1,223
112
$364K 0.07%
+3,750
113
$360K 0.06%
2,860
114
$355K 0.06%
718
-4
115
$350K 0.06%
1,241
-479
116
$341K 0.06%
2,041
117
$335K 0.06%
2,151
+12
118
$335K 0.06%
2,540
-38
119
$333K 0.06%
2,044
+114
120
$322K 0.06%
2,179
-44
121
$320K 0.06%
1,147
-521
122
$312K 0.06%
1,634
123
$309K 0.06%
806
-532
124
$308K 0.06%
6,754
125
$301K 0.05%
1,604
-1,118
3 4
5
6 7