DWP

Destiny Wealth Partners Portfolio holdings

AUM $914M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$914M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 5.37%
3 Communication Services 4.43%
4 Financials 4.01%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENB icon
401
Enbridge
ENB
$120B
$63.5K 0.01%
+1,172
UCB
402
United Community Banks
UCB
$3.87B
$63.3K 0.01%
+2,010
EEMV icon
403
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.73B
$62.9K 0.01%
+971
COLM icon
404
Columbia Sportswear
COLM
$3.38B
$62K 0.01%
+1,132
RPM icon
405
RPM International
RPM
$13.4B
$61.7K 0.01%
+621
DUK icon
406
Duke Energy
DUK
$93.5B
$60.6K 0.01%
+463
IT icon
407
Gartner
IT
$12B
$60.2K 0.01%
+380
OXY icon
408
Occidental Petroleum
OXY
$58.6B
$60.1K 0.01%
+925
SATS icon
409
EchoStar
SATS
$36.9B
$59.9K 0.01%
+512
AMH icon
410
American Homes 4 Rent
AMH
$11.6B
$59.7K 0.01%
+2,140
MKTX icon
411
MarketAxess Holdings
MKTX
$4.59B
$59.7K 0.01%
+362
WLK icon
412
Westlake Corp
WLK
$11.1B
$59.6K 0.01%
+510
SPOT icon
413
Spotify
SPOT
$104B
$58.7K 0.01%
+121
USB icon
414
US Bancorp
USB
$83.1B
$57.4K 0.01%
+1,104
FERG icon
415
Ferguson
FERG
$43.5B
$57.4K 0.01%
+246
GM icon
416
General Motors
GM
$74.5B
$57K 0.01%
+765
NOW icon
417
ServiceNow
NOW
$140B
$57K 0.01%
+545
VOT icon
418
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$56.7K 0.01%
220
-15,810
GIGB icon
419
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$948M
$55.7K 0.01%
+1,217
VYMI icon
420
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$55.7K 0.01%
+591
BBVA icon
421
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
$55.6K 0.01%
+2,568
ETN icon
422
Eaton
ETN
$155B
$55.4K 0.01%
+155
LYB icon
423
LyondellBasell Industries
LYB
$21.7B
$54.8K 0.01%
+680
IGSB icon
424
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$54.6K 0.01%
+1,039
MMM icon
425
3M
MMM
$78.7B
$54.6K 0.01%
+376