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
HUBB icon
726
Hubbell
HUBB
$24.5B
$17.2K ﹤0.01%
+35
MDB icon
727
MongoDB
MDB
$32.5B
$17.1K ﹤0.01%
+70
P
728
Everpure Inc
P
$28.1B
$17.1K ﹤0.01%
+290
IOT icon
729
Samsara
IOT
$22.5B
$17.1K ﹤0.01%
+540
NU icon
730
Nu Holdings
NU
$63.2B
$17.1K ﹤0.01%
+1,190
TXT icon
731
Textron
TXT
$15.6B
$17.1K ﹤0.01%
+195
UAL icon
732
United Airlines
UAL
$36.3B
$17K ﹤0.01%
+185
FLR icon
733
Fluor
FLR
$6.5B
$17K ﹤0.01%
+365
ADBE icon
734
Adobe
ADBE
$111B
$17K ﹤0.01%
+70
FCPT icon
735
Four Corners Property Trust
FCPT
$2.66B
$17K ﹤0.01%
+719
DCI icon
736
Donaldson
DCI
$9.47B
$17K ﹤0.01%
+200
FNB icon
737
FNB Corp
FNB
$6.09B
$17K ﹤0.01%
+1,015
AVIG icon
738
Avantis Core Fixed Income ETF
AVIG
$1.86B
$16.9K ﹤0.01%
+408
EXEL icon
739
Exelixis
EXEL
$12.6B
$16.9K ﹤0.01%
+395
OKTA icon
740
Okta
OKTA
$24.3B
$16.9K ﹤0.01%
+215
WU icon
741
Western Union
WU
$2.55B
$16.9K ﹤0.01%
+1,935
GSST icon
742
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.51B
$16.8K ﹤0.01%
+333
AAL icon
743
American Airlines Group
AAL
$9.48B
$16.8K ﹤0.01%
+1,567
FCN icon
744
FTI Consulting
FCN
$4.67B
$16.8K ﹤0.01%
+95
EWG icon
745
iShares MSCI Germany ETF
EWG
$1.47B
$16.8K ﹤0.01%
+423
VTR icon
746
Ventas
VTR
$39.7B
$16.8K ﹤0.01%
+205
PLGO
747
Pelagos Insurance Capital
PLGO
$1.87B
$16.7K ﹤0.01%
+875
RF icon
748
Regions Financial
RF
$23.3B
$16.7K ﹤0.01%
+640
MOS icon
749
The Mosaic Company
MOS
$7.42B
$16.7K ﹤0.01%
+655
GL icon
750
Globe Life
GL
$11.8B
$16.7K ﹤0.01%
+120