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
OSK icon
651
Oshkosh
OSK
$7.87B
$21.3K ﹤0.01%
+145
FLS icon
652
Flowserve
FLS
$9.6B
$21.3K ﹤0.01%
+290
TRGP icon
653
Targa Resources
TRGP
$55.6B
$21.3K ﹤0.01%
+85
TEX icon
654
Terex
TEX
$6.65B
$21.3K ﹤0.01%
+360
APG icon
655
APi Group
APG
$17.6B
$21.3K ﹤0.01%
+525
AHR icon
656
American Healthcare REIT
AHR
$9.76B
$21.3K ﹤0.01%
+451
KVUE icon
657
Kenvue
KVUE
$33.3B
$21.3K ﹤0.01%
+1,233
IQV icon
658
IQVIA
IQV
$31.2B
$21.1K ﹤0.01%
+124
OTTR icon
659
Otter Tail
OTTR
$3.51B
$21.1K ﹤0.01%
+240
BKNG icon
660
Booking.com
BKNG
$131B
$21.1K ﹤0.01%
+125
QCRH icon
661
QCR Holdings
QCRH
$1.49B
$20.9K ﹤0.01%
+245
NVST icon
662
Envista
NVST
$3.8B
$20.9K ﹤0.01%
+825
CHD icon
663
Church & Dwight Co
CHD
$22.6B
$20.9K ﹤0.01%
+224
NLY icon
664
Annaly Capital Management
NLY
$15.8B
$20.7K ﹤0.01%
+981
PHM icon
665
Pultegroup
PHM
$22.4B
$20.7K ﹤0.01%
+176
CFG icon
666
Citizens Financial Group
CFG
$25.7B
$20.7K ﹤0.01%
+345
COR icon
667
Cencora
COR
$51.5B
$20.4K ﹤0.01%
+65
HODL icon
668
VanEck Bitcoin Trust
HODL
$1.19B
$20.2K ﹤0.01%
+1,052
HLI icon
669
Houlihan Lokey
HLI
$9.69B
$20.1K ﹤0.01%
+140
SEE
670
DELISTED
Sealed Air
SEE
$20K ﹤0.01%
+475
TRV icon
671
Travelers Companies
TRV
$61.4B
$19.8K ﹤0.01%
+68
RGA icon
672
Reinsurance Group of America
RGA
$13B
$19.8K ﹤0.01%
+97
AORT icon
673
Artivion
AORT
$1.02B
$19.8K ﹤0.01%
+540
FSLR icon
674
First Solar
FSLR
$32.6B
$19.7K ﹤0.01%
+100
NOV icon
675
NOV
NOV
$7.18B
$19.6K ﹤0.01%
+1,040