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
NUE icon
676
Nucor
NUE
$57.3B
$19.4K ﹤0.01%
+115
EA icon
677
Electronic Arts
EA
$50.7B
$19.4K ﹤0.01%
+95
BIIB icon
678
Biogen
BIIB
$28.4B
$19.3K ﹤0.01%
+105
MNST icon
679
Monster Beverage
MNST
$87.1B
$19.2K ﹤0.01%
+265
GXO icon
680
GXO Logistics
GXO
$5.75B
$19.2K ﹤0.01%
+370
WCC
681
WESCO International
WCC
$17.3B
$19.2K ﹤0.01%
+70
ENSG icon
682
The Ensign Group
ENSG
$9.64B
$19.1K ﹤0.01%
+95
EMN icon
683
Eastman Chemical
EMN
$8.63B
$19.1K ﹤0.01%
+250
HTO
684
H2O America
HTO
$2.38B
$19.1K ﹤0.01%
+325
GLDD
685
DELISTED
Great Lakes Dredge & Dock
GLDD
$19K ﹤0.01%
+1,120
DCH
686
Dauch Corp
DCH
$1.51B
$19K ﹤0.01%
+3,210
HIVE
687
HIVE Digital Technologies
HIVE
$1.21B
$19K ﹤0.01%
10,008
TTD icon
688
Trade Desk
TTD
$10.9B
$19K ﹤0.01%
+838
NRG icon
689
NRG Energy
NRG
$27.3B
$19K ﹤0.01%
+130
IQDY icon
690
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$108M
$19K ﹤0.01%
+500
SHEN icon
691
Shenandoah Telecom
SHEN
$896M
$18.9K ﹤0.01%
+1,225
MLI icon
692
Mueller Industries
MLI
$14B
$18.8K ﹤0.01%
+170
CMI icon
693
Cummins
CMI
$88.8B
$18.8K ﹤0.01%
+35
IJT icon
694
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.47B
$18.8K ﹤0.01%
+130
FCFS icon
695
FirstCash
FCFS
$9.37B
$18.8K ﹤0.01%
+100
RXI icon
696
iShares Global Consumer Discretionary ETF
RXI
$268M
$18.6K ﹤0.01%
+100
FIP icon
697
FTAI Infrastructure
FIP
$540M
$18.6K ﹤0.01%
+3,766
PAYC icon
698
Paycom
PAYC
$6.93B
$18.6K ﹤0.01%
+153
AVNS icon
699
Avanos Medical
AVNS
$1.17B
$18.5K ﹤0.01%
+1,320
GAB icon
700
Gabelli Equity Trust
GAB
$1.74B
$18.5K ﹤0.01%
+3,300