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
IONS icon
576
Ionis Pharmaceuticals
IONS
$12.5B
$28.2K ﹤0.01%
+375
PBH icon
577
Prestige Consumer Healthcare
PBH
$2.18B
$28.2K ﹤0.01%
+475
PPA icon
578
Invesco Aerospace & Defense ETF
PPA
$8.2B
$28K ﹤0.01%
+169
WTRG icon
579
Essential Utilities
WTRG
$10.3B
$27.8K ﹤0.01%
+690
PEG icon
580
Public Service Enterprise Group
PEG
$38.2B
$27.6K ﹤0.01%
+341
BTI icon
581
British American Tobacco
BTI
$132B
$27.5K ﹤0.01%
+471
TRMB icon
582
Trimble
TRMB
$13.6B
$27.4K ﹤0.01%
+420
AXS icon
583
AXIS Capital
AXS
$7.07B
$27.4K ﹤0.01%
+270
SPMD icon
584
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$27.3K ﹤0.01%
+461
CDP icon
585
COPT Defense Properties
CDP
$3.59B
$27.2K ﹤0.01%
+890
CHRW icon
586
C.H. Robinson
CHRW
$21.2B
$27.1K ﹤0.01%
+163
EFX icon
587
Equifax
EFX
$20.7B
$27K ﹤0.01%
+150
CI icon
588
Cigna
CI
$72.5B
$26.9K ﹤0.01%
+101
RUSHA icon
589
Rush Enterprises Class A
RUSHA
$5.2B
$26.8K ﹤0.01%
+406
SLB icon
590
SLB Ltd
SLB
$81.9B
$26.6K ﹤0.01%
+518
DHR icon
591
Danaher
DHR
$127B
$26.5K ﹤0.01%
+140
BND icon
592
Vanguard Total Bond Market
BND
$153B
$26.5K ﹤0.01%
+360
NHC icon
593
National Healthcare
NHC
$2.8B
$26.2K ﹤0.01%
+164
VWOB icon
594
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.02B
$25.9K ﹤0.01%
+394
IRDM icon
595
Iridium Communications
IRDM
$5.05B
$25.5K ﹤0.01%
+920
UHT
596
Universal Health Realty Income Trust
UHT
$563M
$25.5K ﹤0.01%
+630
ALNY icon
597
Alnylam Pharmaceuticals
ALNY
$39.5B
$25.5K ﹤0.01%
+77
SH icon
598
ProShares Short S&P500
SH
$1.06B
$25.4K ﹤0.01%
+669
JBL icon
599
Jabil
JBL
$38B
$25.2K ﹤0.01%
+95
SMP icon
600
Standard Motor Products
SMP
$862M
$25.2K ﹤0.01%
+725