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
TLN
851
Talen Energy Corp
TLN
$17.1B
$14.4K ﹤0.01%
+45
COWZ icon
852
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$14.3K ﹤0.01%
+229
ALC icon
853
Alcon
ALC
$32B
$14.2K ﹤0.01%
+189
NUS icon
854
Nu Skin
NUS
$273M
$14.2K ﹤0.01%
+1,955
CVNA icon
855
Carvana
CVNA
$50.9B
$14.1K ﹤0.01%
+225
ONB icon
856
Old National Bancorp
ONB
$9.03B
$14.1K ﹤0.01%
+640
CCK icon
857
Crown Holdings
CCK
$10.6B
$14K ﹤0.01%
+140
NHI icon
858
National Health Investors
NHI
$3.48B
$14K ﹤0.01%
+173
MTA
859
Metalla Royalty & Streaming
MTA
$734M
$13.9K ﹤0.01%
+2,100
MKC icon
860
McCormick & Company Non-Voting
MKC
$12.5B
$13.9K ﹤0.01%
+275
KIM icon
861
Kimco Realty
KIM
$15.9B
$13.8K ﹤0.01%
+615
FNDC icon
862
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
$13.8K ﹤0.01%
+298
PNFP icon
863
Pinnacle Financial Partners Inc
PNFP
$14.4B
$13.8K ﹤0.01%
+160
HUBG icon
864
HUB Group
HUBG
$2.67B
$13.7K ﹤0.01%
+380
MTG icon
865
MGIC Investment
MTG
$5.3B
$13.7K ﹤0.01%
+520
PRGS icon
866
Progress Software
PRGS
$1.49B
$13.6K ﹤0.01%
+530
SSB icon
867
SouthState Bank Corp
SSB
$9.04B
$13.5K ﹤0.01%
+146
GPN icon
868
Global Payments
GPN
$20.6B
$13.5K ﹤0.01%
+200
TEL icon
869
TE Connectivity
TEL
$61.6B
$13.4K ﹤0.01%
+64
SBRA icon
870
Sabra Healthcare REIT
SBRA
$4.8B
$13.4K ﹤0.01%
+695
DGRO icon
871
iShares Core Dividend Growth ETF
DGRO
$40.3B
$13.3K ﹤0.01%
+190
BE icon
872
Bloom Energy
BE
$77.8B
$13.3K ﹤0.01%
+98
ON icon
873
ON Semiconductor
ON
$47B
$13.1K ﹤0.01%
+211
DVA icon
874
DaVita
DVA
$12.2B
$13.1K ﹤0.01%
+85
ITW icon
875
Illinois Tool Works
ITW
$70.7B
$13K ﹤0.01%
+50