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
$445M
AUM Growth
-$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.86M
3
+$9.52M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$4.84M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$4.43M

Top Sells

1
+$12M
2
+$9.65M
3
+$9.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.11M
5
GLD icon
SPDR Gold Trust
GLD
+$4.68M

Sector Composition

1 Financials 4.76%
2 Technology 3.59%
3 Consumer Discretionary 3.51%
4 Communication Services 1.9%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.07%
+6,987
127
$300K 0.07%
1,686
-48
128
$299K 0.07%
1,358
+352
129
$298K 0.07%
1,944
+1,794
130
$298K 0.07%
3,129
131
$296K 0.07%
13,326
132
$296K 0.07%
4,520
+1,183
133
$295K 0.07%
+3,193
134
$295K 0.07%
1,330
+1,295
135
$295K 0.07%
+628
136
$294K 0.07%
2,509
+2,431
137
$293K 0.07%
12,895
138
$293K 0.07%
1,063
-57
139
$293K 0.07%
3,313
140
$290K 0.07%
7,752
+1,866
141
$289K 0.06%
+849
142
$289K 0.06%
3,231
+748
143
$288K 0.06%
4,050
+1,223
144
$286K 0.06%
1,271
+308
145
$286K 0.06%
3,133
146
$284K 0.06%
7,036
+6,123
147
$276K 0.06%
2,785
+708
148
$273K 0.06%
7,099
-857
149
$272K 0.06%
5,454
+1,566
150
$272K 0.06%
5,310
+1,446
4 5
6
7 8