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
176
$216K 0.05%
1,202
+665
177
$216K 0.05%
+6,096
178
$215K 0.05%
+2,215
179
$215K 0.05%
+998
180
$214K 0.05%
2,539
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181
$214K 0.05%
10,954
-8,256
182
$209K 0.05%
+2,784
183
$209K 0.05%
930
+33
184
$208K 0.05%
4,655
-5,513
185
$207K 0.05%
2,196
186
$206K 0.05%
16,294
187
$198K 0.04%
1,940
-16
188
$198K 0.04%
2,161
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189
$197K 0.04%
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190
$195K 0.04%
3,322
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191
$195K 0.04%
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192
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1,339
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193
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777
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194
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2,091
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195
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1,801
196
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419
197
$173K 0.04%
1,527
198
$172K 0.04%
3,831
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199
$172K 0.04%
5,204
200
$167K 0.04%
781
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