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
TELA icon
526
TELA Bio
TELA
$40.3M
$32.5K ﹤0.01%
52,500
ALB icon
527
Albemarle
ALB
$20.2B
$32.3K ﹤0.01%
+180
SPEM icon
528
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18.1B
$32.3K ﹤0.01%
+688
SOXX icon
529
iShares Semiconductor ETF
SOXX
$38.8B
$32.2K ﹤0.01%
+98
ELV icon
530
Elevance Health
ELV
$87.4B
$32.2K ﹤0.01%
+110
CMG icon
531
Chipotle Mexican Grill
CMG
$39.2B
$32K ﹤0.01%
+1,000
MAN icon
532
ManpowerGroup
MAN
$1.53B
$31.8K ﹤0.01%
+1,080
BKR icon
533
Baker Hughes
BKR
$62.5B
$31.7K ﹤0.01%
+520
IHI icon
534
iShares US Medical Devices ETF
IHI
$2.99B
$31.7K ﹤0.01%
+594
IYW icon
535
iShares US Technology ETF
IYW
$25.7B
$31.6K ﹤0.01%
+174
EW icon
536
Edwards Lifesciences
EW
$50.8B
$31.6K ﹤0.01%
+394
GDX icon
537
VanEck Gold Miners ETF
GDX
$26.4B
$31.5K ﹤0.01%
+343
ILMN icon
538
Illumina
ILMN
$24.9B
$31.3K ﹤0.01%
+254
CME icon
539
CME Group
CME
$93.1B
$31K ﹤0.01%
+105
AOA icon
540
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$31K ﹤0.01%
+350
NET icon
541
Cloudflare
NET
$95.7B
$31K ﹤0.01%
+150
PRIM icon
542
Primoris Services
PRIM
$6.59B
$30.8K ﹤0.01%
+215
BKU icon
543
Bankunited
BKU
$3.33B
$30.7K ﹤0.01%
+680
FTAI icon
544
FTAI Aviation
FTAI
$25.4B
$30.6K ﹤0.01%
+125
ECL icon
545
Ecolab
ECL
$70.5B
$30.6K ﹤0.01%
+115
OSIS icon
546
OSI Systems
OSIS
$3.52B
$30.5K ﹤0.01%
+115
VICI icon
547
VICI Properties
VICI
$29.9B
$30.5K ﹤0.01%
+1,115
ING icon
548
ING
ING
$88.4B
$30.4K ﹤0.01%
+1,166
SBCF icon
549
Seacoast Banking Corp of Florida
SBCF
$2.89B
$30.3K ﹤0.01%
+1,000
BDX icon
550
Becton Dickinson
BDX
$40B
$30.2K ﹤0.01%
+192