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
ADI icon
451
Analog Devices
ADI
$196B
$45.5K 0.01%
+143
ADSK icon
452
Autodesk
ADSK
$52.4B
$45K ﹤0.01%
+188
CDNS icon
453
Cadence Design Systems
CDNS
$114B
$44.2K ﹤0.01%
+159
NVO
454
Novo Nordisk
NVO
$195B
$43.8K ﹤0.01%
+1,192
RSG icon
455
Republic Services
RSG
$61.8B
$43.6K ﹤0.01%
199
-823
BRO icon
456
Brown & Brown
BRO
$19.3B
$43.1K ﹤0.01%
+660
CBOE icon
457
Cboe Global Markets
CBOE
$31.5B
$42.7K ﹤0.01%
+152
LUV icon
458
Southwest Airlines
LUV
$20.9B
$42.6K ﹤0.01%
+1,135
ICVT icon
459
iShares Convertible Bond ETF
ICVT
$7.23B
$42.3K ﹤0.01%
+416
UAA icon
460
Under Armour
UAA
$2.36B
$41.8K ﹤0.01%
+7,070
SNDK
461
Sandisk
SNDK
$261B
$41.7K ﹤0.01%
+66
UL icon
462
Unilever
UL
$121B
$41.4K ﹤0.01%
+727
EQIX icon
463
Equinix
EQIX
$104B
$41.2K ﹤0.01%
+42
MS icon
464
Morgan Stanley
MS
$333B
$41.1K ﹤0.01%
+250
DTM icon
465
DT Midstream
DTM
$14.1B
$40.9K ﹤0.01%
+304
LXP icon
466
LXP Industrial Trust
LXP
$2.96B
$40.9K ﹤0.01%
+884
TMUS icon
467
T-Mobile US
TMUS
$202B
$40.5K ﹤0.01%
+193
FISV
468
Fiserv Inc
FISV
$31.5B
$40.3K ﹤0.01%
+723
LNG icon
469
Cheniere Energy
LNG
$47.8B
$40.3K ﹤0.01%
+142
NOC icon
470
Northrop Grumman
NOC
$76.6B
$40.3K ﹤0.01%
+59
PSX icon
471
Phillips 66
PSX
$72.3B
$40.1K ﹤0.01%
+220
HAS icon
472
Hasbro
HAS
$12B
$39.8K ﹤0.01%
+425
RWJ icon
473
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.88B
$39.7K ﹤0.01%
+786
FEOE
474
First Eagle Overseas Equity ETF
FEOE
$1.32B
$39.4K ﹤0.01%
+781
DELL icon
475
Dell
DELL
$303B
$39.4K ﹤0.01%
+240