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
PNC icon
751
PNC Financial Services
PNC
$86.8B
$16.6K ﹤0.01%
+80
U icon
752
Unity
U
$14B
$16.6K ﹤0.01%
+755
FTNT icon
753
Fortinet
FTNT
$108B
$16.5K ﹤0.01%
+202
LNT icon
754
Alliant Energy
LNT
$18B
$16.5K ﹤0.01%
+230
NWN icon
755
Northwest Natural Holdings
NWN
$2.01B
$16.5K ﹤0.01%
+310
AES icon
756
AES
AES
$10.5B
$16.5K ﹤0.01%
+1,170
E icon
757
ENI
E
$78.7B
$16.5K ﹤0.01%
+291
COO icon
758
Cooper Companies
COO
$11.7B
$16.4K ﹤0.01%
+230
INVH icon
759
Invitation Homes
INVH
$17.3B
$16.4K ﹤0.01%
+660
CLX icon
760
Clorox
CLX
$10.8B
$16.4K ﹤0.01%
+158
WY icon
761
Weyerhaeuser
WY
$17.1B
$16.4K ﹤0.01%
+670
QDEL icon
762
QuidelOrtho
QDEL
$905M
$16.3K ﹤0.01%
+995
RNR icon
763
RenaissanceRe
RNR
$11.8B
$16.3K ﹤0.01%
+55
SIRI icon
764
SiriusXM
SIRI
$9.78B
$16.3K ﹤0.01%
+705
HWC icon
765
Hancock Whitney
HWC
$5.47B
$16.2K ﹤0.01%
+255
FIBK icon
766
First Interstate BancSystem
FIBK
$3.37B
$16.2K ﹤0.01%
+485
FR icon
767
First Industrial Realty Trust
FR
$7.91B
$16.2K ﹤0.01%
+280
FHN icon
768
First Horizon
FHN
$11.2B
$16.2K ﹤0.01%
+710
AON icon
769
Aon
AON
$68.4B
$16.1K ﹤0.01%
+50
CTRE icon
770
CareTrust REIT
CTRE
$9.29B
$16.1K ﹤0.01%
+440
SHO icon
771
Sunstone Hotel Investors
SHO
$2.05B
$16K ﹤0.01%
+1,775
MGRC icon
772
McGrath RentCorp
MGRC
$2.64B
$16K ﹤0.01%
+145
DDOG icon
773
Datadog
DDOG
$98.8B
$15.9K ﹤0.01%
+135
TRN icon
774
Trinity Industries
TRN
$2.54B
$15.9K ﹤0.01%
+495
ELS icon
775
Equity Lifestyle Properties
ELS
$11.8B
$15.9K ﹤0.01%
+255