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
IHG icon
876
InterContinental Hotels
IHG
$23B
$12.9K ﹤0.01%
+97
MFG icon
877
Mizuho Financial
MFG
$110B
$12.9K ﹤0.01%
+1,628
HMN icon
878
Horace Mann Educators
HMN
$1.83B
$12.9K ﹤0.01%
+302
UNF icon
879
Unifirst Corp
UNF
$4.8B
$12.8K ﹤0.01%
+51
STC icon
880
Stewart Information Services
STC
$1.93B
$12.8K ﹤0.01%
+208
RING icon
881
iShares MSCI Global Gold Miners ETF
RING
$2.71B
$12.8K ﹤0.01%
+162
VOOG icon
882
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
$12.6K ﹤0.01%
+186
RDN icon
883
Radian Group
RDN
$4.49B
$12.6K ﹤0.01%
+380
JOE icon
884
St. Joe Company
JOE
$3.61B
$12.6K ﹤0.01%
+200
IEO icon
885
iShares US Oil & Gas Exploration & Production ETF
IEO
$550M
$12.5K ﹤0.01%
+100
NBTB icon
886
NBT Bancorp
NBTB
$2.36B
$12.5K ﹤0.01%
+293
IYH icon
887
iShares US Healthcare ETF
IYH
$3.04B
$12.3K ﹤0.01%
+200
UBS icon
888
UBS Group
UBS
$157B
$12.3K ﹤0.01%
+315
MGEE icon
889
MGE Energy Inc
MGEE
$2.73B
$12.1K ﹤0.01%
+157
Q
890
Qnity Electronics Inc
Q
$31.6B
$11.9K ﹤0.01%
+103
TLT icon
891
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
$11.9K ﹤0.01%
+137
GTY
892
Getty Realty Corp
GTY
$1.94B
$11.7K ﹤0.01%
+367
MAIN icon
893
Main Street Capital
MAIN
$4.8B
$11.5K ﹤0.01%
+218
FALN icon
894
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$11.5K ﹤0.01%
+431
LHX icon
895
L3Harris
LHX
$58.1B
$11.4K ﹤0.01%
+33
KR icon
896
Kroger
KR
$38B
$11.4K ﹤0.01%
+157
SWKS icon
897
Skyworks Solutions
SWKS
$11.2B
$11.3K ﹤0.01%
+211
NOBL icon
898
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
$11.2K ﹤0.01%
+212
LKFN icon
899
Lakeland Financial Corp
LKFN
$1.47B
$11.2K ﹤0.01%
+195
LTC
900
LTC Properties
LTC
$1.85B
$11.2K ﹤0.01%
+301