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
DRIV icon
801
Global X Autonomous & Electric Vehicles ETF
DRIV
$477M
$15.3K ﹤0.01%
+500
WMK icon
802
Weis Markets
WMK
$1.84B
$15.3K ﹤0.01%
+223
LYFT icon
803
Lyft
LYFT
$5.64B
$15.2K ﹤0.01%
+1,145
INSP icon
804
Inspire Medical Systems
INSP
$1.18B
$15.2K ﹤0.01%
+295
PD icon
805
PagerDuty
PD
$824M
$15.2K ﹤0.01%
+2,445
MTH icon
806
Meritage Homes
MTH
$4.58B
$15.2K ﹤0.01%
+245
VCLT icon
807
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.8B
$15.1K ﹤0.01%
202
-163,413
DBX icon
808
Dropbox
DBX
$6.74B
$15.1K ﹤0.01%
+665
ALLY icon
809
Ally Financial
ALLY
$12.9B
$15.1K ﹤0.01%
+385
TRMK icon
810
Trustmark
TRMK
$2.53B
$15.1K ﹤0.01%
+358
GRMN icon
811
Garmin
GRMN
$45.7B
$15.1K ﹤0.01%
+65
PRA icon
812
ProAssurance
PRA
$1.23B
$15.1K ﹤0.01%
+610
OGS icon
813
ONE Gas
OGS
$4.77B
$15.1K ﹤0.01%
+175
BLKB icon
814
Blackbaud
BLKB
$1.5B
$15.1K ﹤0.01%
+390
ADAM
815
Adamas Trust
ADAM
$810M
$15.1K ﹤0.01%
+2,045
LPLA icon
816
LPL Financial
LPLA
$22B
$15K ﹤0.01%
+50
WST icon
817
West Pharmaceutical
WST
$22.3B
$15K ﹤0.01%
+60
SPSC icon
818
SPS Commerce
SPSC
$2.19B
$15K ﹤0.01%
+270
BOX icon
819
Box
BOX
$3.99B
$15K ﹤0.01%
+635
VMC icon
820
Vulcan Materials
VMC
$36.5B
$15K ﹤0.01%
+55
FRSH icon
821
Freshworks
FRSH
$2.95B
$15K ﹤0.01%
+1,865
PTC icon
822
PTC
PTC
$16.8B
$15K ﹤0.01%
+105
SONY icon
823
Sony
SONY
$133B
$14.9K ﹤0.01%
+722
BSY icon
824
Bentley Systems
BSY
$10.7B
$14.9K ﹤0.01%
+425
VRNS icon
825
Varonis Systems
VRNS
$4.15B
$14.9K ﹤0.01%
+695