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
IWO icon
426
iShares Russell 2000 Growth ETF
IWO
$14.6B
$53.3K 0.01%
+170
MLPX icon
427
Global X MLP & Energy Infrastructure ETF
MLPX
$3.55B
$53.3K 0.01%
+721
NEAR icon
428
iShares Short Maturity Bond ETF
NEAR
$4.53B
$52.7K 0.01%
+1,036
COHR icon
429
Coherent
COHR
$71B
$52.4K 0.01%
+220
JETS icon
430
US Global Jets ETF
JETS
$897M
$52.3K 0.01%
+2,123
EXC icon
431
Exelon
EXC
$45.7B
$52.3K 0.01%
+1,066
EFG icon
432
iShares MSCI EAFE Growth ETF
EFG
$15.8B
$51.8K 0.01%
+465
SNOW icon
433
Snowflake
SNOW
$97.1B
$51.6K 0.01%
+342
BNY
434
Bank of New York Mellon
BNY
$97.9B
$50.7K 0.01%
+427
IDMO icon
435
Invesco S&P International Developed Momentum ETF
IDMO
$3.73B
$50K 0.01%
+911
WAB icon
436
Wabtec
WAB
$43.4B
$49.5K 0.01%
+198
QTUM icon
437
Defiance Quantum ETF
QTUM
$5.79B
$48.9K 0.01%
+456
ICE icon
438
Intercontinental Exchange
ICE
$82B
$48.8K 0.01%
+310
FIX icon
439
Comfort Systems
FIX
$62.9B
$48.3K 0.01%
+35
XLG icon
440
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$48.2K 0.01%
+883
APP icon
441
Applovin
APP
$206B
$48.2K 0.01%
+121
WMB icon
442
Williams Companies
WMB
$85.7B
$48K 0.01%
+660
SCHD icon
443
Schwab US Dividend Equity ETF
SCHD
$93.9B
$47.7K 0.01%
+1,556
NBIS
444
Nebius Group N.V.
NBIS
$67.2B
$46.8K 0.01%
+451
AIG icon
445
American International
AIG
$38.9B
$46.3K 0.01%
+615
SR icon
446
Spire
SR
$4.77B
$46.3K 0.01%
+511
RHP icon
447
Ryman Hospitality Properties
RHP
$7.26B
$46.1K 0.01%
+500
DT icon
448
Dynatrace
DT
$13B
$45.9K 0.01%
+1,240
TTE icon
449
TotalEnergies
TTE
$197B
$45.7K 0.01%
+502
IXG icon
450
iShares Global Financials ETF
IXG
$540M
$45.6K 0.01%
+400