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
DAN icon
551
Dana Inc
DAN
$3.74B
$29.9K ﹤0.01%
+890
NGG icon
552
National Grid
NGG
$79.6B
$29.8K ﹤0.01%
+352
TLH icon
553
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
$29.7K ﹤0.01%
+295
D icon
554
Dominion Energy
D
$56.8B
$29.7K ﹤0.01%
+480
GSK icon
555
GSK
GSK
$98.9B
$29.6K ﹤0.01%
+537
ATEX icon
556
Anterix
ATEX
$1.22B
$29.6K ﹤0.01%
+775
PGR icon
557
Progressive
PGR
$112B
$29.5K ﹤0.01%
+149
THG icon
558
Hanover Insurance
THG
$6.48B
$29.5K ﹤0.01%
+170
ES icon
559
Eversource Energy
ES
$25.1B
$29.4K ﹤0.01%
+425
AVY icon
560
Avery Dennison
AVY
$11.9B
$29.4K ﹤0.01%
+170
JEPI icon
561
JPMorgan Equity Premium Income ETF
JEPI
$44B
$29.3K ﹤0.01%
+518
IWS icon
562
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$29.2K ﹤0.01%
+200
KHC icon
563
Kraft Heinz
KHC
$28B
$29K ﹤0.01%
+1,290
LNC icon
564
Lincoln National
LNC
$6.62B
$28.9K ﹤0.01%
+815
BNL icon
565
Broadstone Net Lease
BNL
$3.81B
$28.7K ﹤0.01%
+1,570
B
566
Barrick Mining
B
$70.9B
$28.7K ﹤0.01%
+703
INSM icon
567
Insmed
INSM
$23B
$28.6K ﹤0.01%
+175
VST icon
568
Vistra
VST
$52.2B
$28.6K ﹤0.01%
+190
EXLS icon
569
EXL Service
EXLS
$4.67B
$28.5K ﹤0.01%
+935
DINO icon
570
HF Sinclair
DINO
$12.8B
$28.4K ﹤0.01%
+455
PGP
571
PIMCO Global StockPLUS & Income Fund
PGP
$102M
$28.3K ﹤0.01%
+3,400
SYLD icon
572
Cambria Shareholder Yield ETF
SYLD
$918M
$28.3K ﹤0.01%
+375
SEB icon
573
Seaboard Corp
SEB
$4.98B
$28.3K ﹤0.01%
+5
CSGS
574
DELISTED
CSG Systems International
CSGS
$28.2K ﹤0.01%
+353
LIT icon
575
Global X Lithium & Battery Tech ETF
LIT
$2.21B
$28.2K ﹤0.01%
+379