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
G icon
826
Genpact
G
$5.84B
$14.9K ﹤0.01%
+400
FOXA icon
827
Fox Class A
FOXA
$28.1B
$14.9K ﹤0.01%
+255
LKQ icon
828
LKQ Corp
LKQ
$6.64B
$14.8K ﹤0.01%
+505
MMSI icon
829
Merit Medical Systems
MMSI
$3.7B
$14.8K ﹤0.01%
+215
AVPT icon
830
AvePoint
AVPT
$2.44B
$14.8K ﹤0.01%
+1,555
CWAN icon
831
Clearwater Analytics
CWAN
$7.26B
$14.8K ﹤0.01%
+625
MSM icon
832
MSC Industrial Direct
MSM
$6.25B
$14.8K ﹤0.01%
+160
ENPH icon
833
Enphase Energy
ENPH
$8.4B
$14.7K ﹤0.01%
+390
MLM icon
834
Martin Marietta Materials
MLM
$34.3B
$14.7K ﹤0.01%
+25
EWL icon
835
iShares MSCI Switzerland ETF
EWL
$1.67B
$14.7K ﹤0.01%
+250
SXT icon
836
Sensient Technologies
SXT
$4.76B
$14.7K ﹤0.01%
+170
AFG icon
837
American Financial Group
AFG
$10.7B
$14.7K ﹤0.01%
+115
SITE icon
838
SiteOne Landscape Supply
SITE
$4.72B
$14.6K ﹤0.01%
+110
TXNM
839
TXNM Energy Inc
TXNM
$6.54B
$14.6K ﹤0.01%
+250
MWA icon
840
Mueller Water Products
MWA
$3.86B
$14.6K ﹤0.01%
+530
LAMR icon
841
Lamar Advertising Co
LAMR
$15.3B
$14.6K ﹤0.01%
+115
MRP
842
Millrose Properties Inc
MRP
$4.6B
$14.6K ﹤0.01%
+520
GATX icon
843
GATX Corp
GATX
$5.84B
$14.5K ﹤0.01%
+85
NTST
844
NETSTREIT Corp
NTST
$1.92B
$14.5K ﹤0.01%
+770
NBIX icon
845
Neurocrine Biosciences
NBIX
$16.2B
$14.5K ﹤0.01%
+110
TTC icon
846
Toro Company
TTC
$8.72B
$14.5K ﹤0.01%
+155
SHW icon
847
Sherwin-Williams
SHW
$72.7B
$14.4K ﹤0.01%
+45
IGV icon
848
iShares Expanded Tech-Software Sector ETF
IGV
$17.3B
$14.4K ﹤0.01%
+180
GEHC icon
849
GE HealthCare
GEHC
$28.5B
$14.4K ﹤0.01%
+202
FDP icon
850
Fresh Del Monte Produce
FDP
$1.46B
$14.4K ﹤0.01%
+357