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
$483M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$17.3M
3
+$17.1M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.1M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$9.3M

Top Sells

1
+$18.3M
2
+$11.9M
3
+$11.2M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$11M
5
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$10.6M

Sector Composition

1 Financials 4.84%
2 Consumer Discretionary 4.6%
3 Technology 4.41%
4 Communication Services 1.88%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.07%
2,063
+135
127
$324K 0.07%
2,268
-354
128
$322K 0.07%
7,745
+30
129
$318K 0.07%
11,450
+1,060
130
$314K 0.06%
664
+43
131
$309K 0.06%
2,010
132
$303K 0.06%
2,995
+2,206
133
$300K 0.06%
1,938
134
$300K 0.06%
6,716
+1,664
135
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5,163
+4,235
136
$298K 0.06%
2,217
-523
137
$294K 0.06%
16,914
-19,820
138
$293K 0.06%
1,150
-225
139
$292K 0.06%
1,705
-234
140
$291K 0.06%
2,784
-784
141
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142
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2,223
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143
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1,984
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144
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2,139
145
$286K 0.06%
9,295
146
$285K 0.06%
903
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147
$284K 0.06%
15,357
+12,827
148
$281K 0.06%
3,287
-535
149
$278K 0.06%
3,721
+2,704
150
$277K 0.06%
1,364
-155
4 5
6
7 8