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
USFR icon
626
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$22.9K ﹤0.01%
+455
DJT icon
627
Trump Media & Technology Group
DJT
$2.62B
$22.9K ﹤0.01%
+2,464
CRC icon
628
California Resources
CRC
$5.47B
$22.8K ﹤0.01%
+330
VRIG icon
629
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$22.8K ﹤0.01%
+912
BWA icon
630
BorgWarner
BWA
$14.6B
$22.8K ﹤0.01%
+420
BHP icon
631
BHP
BHP
$232B
$22.8K ﹤0.01%
+313
IGM icon
632
iShares Expanded Tech Sector ETF
IGM
$11.3B
$22.8K ﹤0.01%
+192
GTX icon
633
Garrett Motion
GTX
$5.84B
$22.7K ﹤0.01%
+1,250
EIX icon
634
Edison International
EIX
$26.6B
$22.7K ﹤0.01%
+310
OKE icon
635
Oneok
OKE
$53.5B
$22.6K ﹤0.01%
+250
REET icon
636
iShares Global REIT ETF
REET
$4.68B
$22.5K ﹤0.01%
+896
MCK icon
637
McKesson
MCK
$88.3B
$22.5K ﹤0.01%
+26
ACA icon
638
Arcosa
ACA
$6.12B
$22.3K ﹤0.01%
+210
HIX
639
Western Asset High Income Fund II
HIX
$358M
$22.2K ﹤0.01%
+5,569
GENI icon
640
Genius Sports
GENI
$1.62B
$22.1K ﹤0.01%
+5,000
EME icon
641
Emcor
EME
$36.9B
$22.1K ﹤0.01%
+30
SMMD icon
642
iShares Russell 2500 ETF
SMMD
$3.28B
$22.1K ﹤0.01%
+290
BIB icon
643
ProShares Ultra NASDAQ Biotechnology
BIB
$70.9M
$22K ﹤0.01%
+270
TPL icon
644
Texas Pacific Land
TPL
$25.4B
$21.8K ﹤0.01%
+46
PRFZ icon
645
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.73B
$21.8K ﹤0.01%
+475
CE icon
646
Celanese
CE
$6.06B
$21.7K ﹤0.01%
+330
WRB icon
647
W.R. Berkley
WRB
$24B
$21.7K ﹤0.01%
+327
RGLD icon
648
Royal Gold
RGLD
$18.5B
$21.6K ﹤0.01%
+85
PRKS icon
649
United Parks & Resorts
PRKS
$1.95B
$21.6K ﹤0.01%
+662
PXF icon
650
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.96B
$21.6K ﹤0.01%
+309