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
EPC icon
701
Edgewell Personal Care
EPC
$821M
$18.5K ﹤0.01%
+865
HSIC icon
702
Henry Schein
HSIC
$8.7B
$18.4K ﹤0.01%
+250
TOL icon
703
Toll Brothers
TOL
$13B
$18.4K ﹤0.01%
+135
DES icon
704
WisdomTree US SmallCap Dividend Fund
DES
$2.07B
$18.3K ﹤0.01%
+510
JLL icon
705
Jones Lang LaSalle
JLL
$13.2B
$18.3K ﹤0.01%
+60
SOLS
706
Solstice Advanced Materials
SOLS
$13.3B
$18.2K ﹤0.01%
+239
BC icon
707
Brunswick
BC
$5.36B
$18.2K ﹤0.01%
+250
INFY icon
708
Infosys
INFY
$54.3B
$18.2K ﹤0.01%
+1,345
NWE icon
709
NorthWestern Energy
NWE
$4.2B
$18.1K ﹤0.01%
+275
TWLO icon
710
Twilio
TWLO
$34.5B
$18.1K ﹤0.01%
+144
AUB icon
711
Atlantic Union Bankshares
AUB
$5.28B
$18K ﹤0.01%
+505
VVV icon
712
Valvoline
VVV
$4.26B
$17.9K ﹤0.01%
+530
FSS icon
713
Federal Signal
FSS
$6.44B
$17.8K ﹤0.01%
+165
EBAY icon
714
eBay
EBAY
$49B
$17.7K ﹤0.01%
+195
BKH icon
715
Black Hills Corp
BKH
$5.36B
$17.7K ﹤0.01%
+255
KEY icon
716
KeyCorp
KEY
$22.7B
$17.5K ﹤0.01%
+875
LECO icon
717
Lincoln Electric
LECO
$13.8B
$17.4K ﹤0.01%
+70
INCY icon
718
Incyte
INCY
$19.1B
$17.4K ﹤0.01%
+185
LBTYA icon
719
Liberty Global Class A
LBTYA
$4.1B
$17.4K ﹤0.01%
+1,440
TAK icon
720
Takeda Pharmaceutical
TAK
$48B
$17.4K ﹤0.01%
+940
AGCO icon
721
AGCO
AGCO
$8.11B
$17.4K ﹤0.01%
+150
FE icon
722
FirstEnergy
FE
$26.2B
$17.2K ﹤0.01%
+340
BRC icon
723
Brady Corp
BRC
$4.1B
$17.2K ﹤0.01%
+212
NSC icon
724
Norfolk Southern
NSC
$68.5B
$17.2K ﹤0.01%
+60
RL icon
725
Ralph Lauren
RL
$21.8B
$17.2K ﹤0.01%
+50