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
176
$223K 0.05%
11,266
177
$212K 0.05%
4,838
+2,119
178
$210K 0.05%
8,189
179
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-60
180
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+8,000
181
$204K 0.05%
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-1,808
182
$192K 0.04%
2,341
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183
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184
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1,500
-27
185
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778
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186
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187
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188
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2,091
189
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1,634
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190
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1,801
191
$162K 0.04%
420
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193
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194
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8,222
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195
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4,619
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196
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4,160
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197
$147K 0.03%
1,118
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198
$146K 0.03%
3,638
199
$145K 0.03%
1,539
-159
200
$145K 0.03%
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