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
CLMB icon
501
Climb Global Solutions
CLMB
$422M
$35.3K ﹤0.01%
+1,780
BALL icon
502
Ball Corp
BALL
$14.3B
$35.1K ﹤0.01%
+594
SHEL icon
503
Shell
SHEL
$237B
$34.9K ﹤0.01%
+375
EVRG icon
504
Evergy
EVRG
$18.5B
$34.7K ﹤0.01%
+423
FOLD
505
DELISTED
Amicus Therapeutics
FOLD
$34.4K ﹤0.01%
+2,380
FSK icon
506
FS KKR Capital
FSK
$3.05B
$34.4K ﹤0.01%
+3,380
RMD icon
507
ResMed
RMD
$27B
$34.3K ﹤0.01%
+153
FITB
508
Fifth Third Bancorp
FITB
$44B
$34.3K ﹤0.01%
+739
WEC icon
509
WEC Energy
WEC
$35.4B
$34.2K ﹤0.01%
+295
POR icon
510
Portland General Electric
POR
$5.61B
$34.1K ﹤0.01%
+647
HLF icon
511
Herbalife
HLF
$1.23B
$33.9K ﹤0.01%
+2,305
NWG icon
512
NatWest
NWG
$63.5B
$33.9K ﹤0.01%
+2,275
MTZ icon
513
MasTec
MTZ
$28.6B
$33.8K ﹤0.01%
+105
TMFM icon
514
Motley Fool Mid-Cap Growth ETF
TMFM
$121M
$33.7K ﹤0.01%
+1,673
IDXX icon
515
Idexx Laboratories
IDXX
$44.7B
$33.7K ﹤0.01%
+60
MOD icon
516
Modine Manufacturing
MOD
$15.2B
$33.6K ﹤0.01%
+155
COLD icon
517
Americold
COLD
$4.38B
$33.5K ﹤0.01%
+2,920
CNP icon
518
CenterPoint Energy
CNP
$27B
$33.2K ﹤0.01%
+770
FTV icon
519
Fortive
FTV
$17.9B
$33.2K ﹤0.01%
+600
SMFG icon
520
Sumitomo Mitsui Financial
SMFG
$141B
$33.2K ﹤0.01%
+1,679
SNY icon
521
Sanofi
SNY
$103B
$33.1K ﹤0.01%
+688
SPG icon
522
Simon Property Group
SPG
$65.7B
$33K ﹤0.01%
+177
BUD icon
523
AB InBev
BUD
$155B
$32.8K ﹤0.01%
+473
IXJ icon
524
iShares Global Healthcare ETF
IXJ
$3.61B
$32.7K ﹤0.01%
+350
XYZ
525
Block Inc
XYZ
$45.3B
$32.7K ﹤0.01%
+544