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
VOD icon
476
Vodafone
VOD
$34.5B
$39.3K ﹤0.01%
+2,614
TJX icon
477
TJX Companies
TJX
$169B
$39.1K ﹤0.01%
+245
CCL icon
478
Carnival Corporation Ltd
CCL
$38.1B
$39K ﹤0.01%
+1,506
ZBH icon
479
Zimmer Biomet
ZBH
$16B
$39K ﹤0.01%
+431
ATI icon
480
ATI
ATI
$24.4B
$38.5K ﹤0.01%
+265
TSN icon
481
Tyson Foods
TSN
$21.1B
$38.4K ﹤0.01%
+599
SPSM icon
482
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$38.3K ﹤0.01%
+792
CL icon
483
Colgate-Palmolive
CL
$70.8B
$38K ﹤0.01%
+446
REXR icon
484
Rexford Industrial Realty
REXR
$7.83B
$37.8K ﹤0.01%
+1,155
IFF icon
485
International Flavors & Fragrances
IFF
$19B
$37.7K ﹤0.01%
+520
CRH icon
486
CRH
CRH
$71.3B
$37.6K ﹤0.01%
+358
IDV icon
487
iShares International Select Dividend ETF
IDV
$8.61B
$37.5K ﹤0.01%
+882
HPE icon
488
Hewlett Packard
HPE
$62.4B
$37.4K ﹤0.01%
+1,570
LBRT icon
489
Liberty Energy
LBRT
$4.79B
$37.2K ﹤0.01%
+1,290
SRE icon
490
Sempra
SRE
$57B
$36.9K ﹤0.01%
+380
STRL icon
491
Sterling Infrastructure
STRL
$25.9B
$36.7K ﹤0.01%
+90
ACWX icon
492
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$36.5K ﹤0.01%
+533
AEP icon
493
American Electric Power
AEP
$67.4B
$36.3K ﹤0.01%
+277
AA icon
494
Alcoa
AA
$20.5B
$36.1K ﹤0.01%
+545
PUK icon
495
Prudential
PUK
$36.1B
$36K ﹤0.01%
+1,267
CTVA icon
496
Corteva
CTVA
$52B
$36K ﹤0.01%
+430
PH icon
497
Parker-Hannifin
PH
$104B
$35.8K ﹤0.01%
+40
SGOL icon
498
abrdn Physical Gold Shares ETF
SGOL
$7.64B
$35.7K ﹤0.01%
+799
APA icon
499
APA Corp
APA
$13.3B
$35.6K ﹤0.01%
+840
SPGI icon
500
S&P Global
SPGI
$127B
$35.3K ﹤0.01%
+83