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
151
$226K 0.05%
+7,500
152
$225K 0.05%
+9,066
153
$225K 0.05%
3,864
+2,098
154
$224K 0.05%
3,315
+1,837
155
$224K 0.05%
3,337
+1,768
156
$223K 0.05%
+1,189
157
$223K 0.05%
2,467
+1,384
158
$223K 0.05%
1,578
+842
159
$223K 0.05%
+2,999
160
$222K 0.05%
3,136
+1,728
161
$221K 0.05%
4,658
+2,380
162
$220K 0.05%
1,962
+1,051
163
$220K 0.05%
2,077
+1,195
164
$220K 0.05%
+2,528
165
$219K 0.05%
2,594
+1,556
166
$219K 0.05%
3,892
+2,156
167
$219K 0.05%
3,363
+1,897
168
$219K 0.05%
+2,329
169
$219K 0.05%
8,189
+2,349
170
$218K 0.05%
1,259
+719
171
$218K 0.05%
+3,717
172
$218K 0.05%
2,827
+1,455
173
$217K 0.05%
+1,394
174
$216K 0.05%
+3,500
175
$216K 0.05%
1,006
+527
5 6
7
8 9