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
669
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
126
$293K 0.06%
1,739
+9
127
$277K 0.06%
2,139
128
$274K 0.06%
+10,482
129
$272K 0.06%
11,556
-2,207
130
$267K 0.06%
5,886
+2,715
131
$266K 0.06%
2,938
132
$264K 0.06%
9,507
133
$263K 0.06%
1,938
134
$262K 0.06%
2,067
+1,729
135
$262K 0.06%
1,746
136
$260K 0.06%
1,915
137
$250K 0.06%
11,266
+2,242
138
$250K 0.06%
2,483
+1,221
139
$245K 0.05%
2,109
+1,095
140
$238K 0.05%
3,154
+1,715
141
$236K 0.05%
3,724
-132
142
$234K 0.05%
963
+402
143
$234K 0.05%
1,296
+650
144
$233K 0.05%
1,711
-804
145
$230K 0.05%
6,153
-130
146
$229K 0.05%
2,861
+1,304
147
$229K 0.05%
3,683
+3,665
148
$229K 0.05%
+3,888
149
$228K 0.05%
15,060
-2,250
150
$227K 0.05%
2,802
+1,487
4 5
6
7 8