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
201
$165K 0.04%
1,399
202
$165K 0.04%
6,058
-832
203
$161K 0.04%
929
-9
204
$160K 0.04%
1,698
+48
205
$155K 0.03%
3,638
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206
$152K 0.03%
5,613
-755
207
$152K 0.03%
3,792
208
$146K 0.03%
3,265
209
$146K 0.03%
3,307
210
$143K 0.03%
3,672
211
$143K 0.03%
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212
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1,304
+74
213
$140K 0.03%
6,696
-3,201
214
$140K 0.03%
5,326
-75
215
$140K 0.03%
370
216
$137K 0.03%
1,000
217
$134K 0.03%
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218
$132K 0.03%
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219
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589
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220
$127K 0.03%
3,711
221
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2,493
222
$124K 0.03%
2,454
223
$122K 0.03%
3,519
-27
224
$121K 0.03%
3,589
-198,616
225
$120K 0.03%
3,709
-1,746
7 8
9
10 11