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
State Street DoubleLine Total Return Tactical ETF
TOTL
+$721K

Top Sells

1
+$2.25M
2
+$1.82M
3
+$1.73M
4
SPSB icon
State Street 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
126
$298K 0.05%
1,938
127
$296K 0.05%
2,196
128
$290K 0.05%
5,169
129
$284K 0.05%
6,327
130
$279K 0.05%
3,671
+8
131
$274K 0.05%
+359
132
$266K 0.05%
2,010
133
$256K 0.05%
6,133
-307
134
$256K 0.05%
1,455
-120
135
$254K 0.05%
+3,010
136
$254K 0.05%
+1,710
137
$253K 0.05%
4,982
138
$252K 0.05%
3,296
-425
139
$243K 0.04%
29,290
140
$239K 0.04%
6,312
-755
141
$239K 0.04%
4,130
-47
142
$239K 0.04%
2,192
-1,059
143
$237K 0.04%
6,684
144
$237K 0.04%
9,000
145
$237K 0.04%
3,869
-980
146
$228K 0.04%
3,924
-2,156
147
$224K 0.04%
+5,628
148
$222K 0.04%
+3,193
149
$219K 0.04%
+1,143
150
$216K 0.04%
+1,196
3 4 5
6
7