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
STE icon
601
Steris
STE
$20.7B
$25K ﹤0.01%
+113
RBLX icon
602
Roblox
RBLX
$33.7B
$24.9K ﹤0.01%
+440
RELX icon
603
RELX
RELX
$61B
$24.8K ﹤0.01%
+747
HAL icon
604
Halliburton
HAL
$32.9B
$24.6K ﹤0.01%
+630
CBZ icon
605
CBIZ
CBZ
$1.86B
$24.5K ﹤0.01%
+913
ET icon
606
Energy Transfer Partners
ET
$66.3B
$24.5K ﹤0.01%
+1,267
F icon
607
Ford
F
$66.3B
$24.4K ﹤0.01%
+2,112
FANG icon
608
Diamondback Energy
FANG
$56B
$24.3K ﹤0.01%
+123
ITA icon
609
iShares US Aerospace & Defense ETF
ITA
$13.9B
$24.1K ﹤0.01%
+110
UNIT
610
Uniti Group
UNIT
$2.7B
$23.9K ﹤0.01%
+2,550
DVN icon
611
Devon Energy
DVN
$53.4B
$23.9K ﹤0.01%
+475
FSSL
612
FS Specialty Lending Fund
FSSL
$898M
$23.9K ﹤0.01%
+1,910
ALGN icon
613
Align Technology
ALGN
$12.2B
$23.8K ﹤0.01%
+139
BLD icon
614
TopBuild
BLD
$11.6B
$23.5K ﹤0.01%
+67
PKST
615
DELISTED
Peakstone Realty Trust
PKST
$23.4K ﹤0.01%
+1,121
BLOK icon
616
Amplify Blockchain Technology ETF
BLOK
$1.44B
$23.4K ﹤0.01%
+470
MTDR icon
617
Matador Resources
MTDR
$6.96B
$23.4K ﹤0.01%
+370
CTAS icon
618
Cintas
CTAS
$69.2B
$23.3K ﹤0.01%
+138
MRVL icon
619
Marvell Technology
MRVL
$192B
$23.3K ﹤0.01%
+235
CX icon
620
Cemex
CX
$18.9B
$23.2K ﹤0.01%
+2,024
FDX icon
621
FedEx
FDX
$80.8B
$23.2K ﹤0.01%
+65
IBUY icon
622
Amplify Online Retail ETF
IBUY
$119M
$23.1K ﹤0.01%
+369
WCLD
623
WisdomTree Cloud Computing Fund
WCLD
$295M
$23K ﹤0.01%
+843
SNAP icon
624
Snap
SNAP
$9.71B
$23K ﹤0.01%
+5,000
MUFG icon
625
Mitsubishi UFJ Financial
MUFG
$213B
$23K ﹤0.01%
+1,354