DWP
Destiny Wealth Partners Portfolio holdings
AUM
$744M
This Quarter Return
+6.03%
1 Year Return
+19.28%
3 Year Return
+52.9%
5 Year Return
–
10 Year Return
–
AUM
$558M
AUM Growth
+$558M
(+4.8%)
Cap. Flow
-$9.8M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
170
New
11
Increased
26
Reduced
82
Closed
13
Top Buys
| 1 |
Stryker
SYK
|
$19.1M |
| 2 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$1.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$942K |
| 4 |
Blackstone Secured Lending
BXSL
|
$738K |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$721K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.16% |
| 2 | Technology | 4.94% |
| 3 | Healthcare | 4.11% |
| 4 | Financials | 3.57% |
| 5 | Communication Services | 2.46% |
