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
HOLX
776
DELISTED
Hologic
HOLX
$15.9K ﹤0.01%
+210
FULT icon
777
Fulton Financial
FULT
$4.08B
$15.9K ﹤0.01%
+780
NI icon
778
NiSource
NI
$21.6B
$15.9K ﹤0.01%
+340
SCHX icon
779
Schwab US Large- Cap ETF
SCHX
$72.8B
$15.8K ﹤0.01%
+617
HBAN icon
780
Huntington Bancshares
HBAN
$32.1B
$15.8K ﹤0.01%
+1,010
KMI icon
781
Kinder Morgan
KMI
$68.6B
$15.8K ﹤0.01%
+470
KKR icon
782
KKR & Co
KKR
$85.3B
$15.7K ﹤0.01%
+170
GWRE icon
783
Guidewire Software
GWRE
$14.5B
$15.7K ﹤0.01%
+105
RYAN icon
784
Ryan Specialty Holdings
RYAN
$4.29B
$15.7K ﹤0.01%
+465
RBRK icon
785
Rubrik
RBRK
$17.5B
$15.7K ﹤0.01%
+320
HR icon
786
Healthcare Realty
HR
$6.75B
$15.6K ﹤0.01%
+920
NPK icon
787
National Presto Industries
NPK
$916M
$15.6K ﹤0.01%
+114
BF.B icon
788
Brown-Forman Class B
BF.B
$11.5B
$15.6K ﹤0.01%
+590
HUT
789
Hut 8
HUT
$14.9B
$15.6K ﹤0.01%
+332
KDP icon
790
Keurig Dr Pepper
KDP
$41.1B
$15.5K ﹤0.01%
+590
GLPI icon
791
Gaming and Leisure Properties
GLPI
$13.3B
$15.5K ﹤0.01%
+350
FIVN icon
792
FIVE9
FIVN
$2.01B
$15.5K ﹤0.01%
+1,020
TECH icon
793
Bio-Techne
TECH
$7.95B
$15.4K ﹤0.01%
+295
UHAL.B icon
794
U-Haul Holding Co Series N
UHAL.B
$9.6B
$15.4K ﹤0.01%
+345
POST icon
795
Post Holdings
POST
$4.04B
$15.3K ﹤0.01%
+155
DLB icon
796
Dolby
DLB
$5.3B
$15.3K ﹤0.01%
+255
WEX icon
797
WEX
WEX
$5.18B
$15.3K ﹤0.01%
+100
CPNG icon
798
Coupang
CPNG
$29.8B
$15.3K ﹤0.01%
+810
EQT icon
799
EQT Corp
EQT
$34.6B
$15.3K ﹤0.01%
+240
ZM icon
800
Zoom
ZM
$32.7B
$15.3K ﹤0.01%
+190