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
DLTR icon
901
Dollar Tree
DLTR
$21.5B
$11.2K ﹤0.01%
+102
PFS icon
902
Provident Financial Services
PFS
$2.84B
$11K ﹤0.01%
+522
VRSK icon
903
Verisk Analytics
VRSK
$24.1B
$11K ﹤0.01%
+58
MC icon
904
Moelis & Co
MC
$5.1B
$11K ﹤0.01%
+193
STIP icon
905
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
$11K ﹤0.01%
+106
NVG icon
906
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$10.9K ﹤0.01%
+881
LZB icon
907
La-Z-Boy
LZB
$1.53B
$10.8K ﹤0.01%
+337
SAFT icon
908
Safety Insurance
SAFT
$1.01B
$10.8K ﹤0.01%
+149
KRE icon
909
State Street SPDR S&P Regional Banking ETF
KRE
$3.84B
$10.8K ﹤0.01%
+166
CPER icon
910
United States Copper Index Fund
CPER
$774M
$10.7K ﹤0.01%
+311
IGIB icon
911
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$10.7K ﹤0.01%
+201
WULF icon
912
TeraWulf
WULF
$12.7B
$10.7K ﹤0.01%
+740
WAFD icon
913
WaFd
WAFD
$2.57B
$10.6K ﹤0.01%
+336
RFIL icon
914
RF Industries
RFIL
$188M
$10.5K ﹤0.01%
+1,022
FUN icon
915
Cedar Fair
FUN
$2.15B
$10.4K ﹤0.01%
+587
TW icon
916
Tradeweb Markets
TW
$21.4B
$10.4K ﹤0.01%
+88
IUSV icon
917
iShares Core S&P US Value ETF
IUSV
$26B
$10.2K ﹤0.01%
+100
AGNC icon
918
AGNC Investment
AGNC
$11.8B
$10.2K ﹤0.01%
+1,012
HECA
919
Hedgeye Capital Allocation ETF
HECA
$349M
$10.1K ﹤0.01%
+350
DD icon
920
DuPont de Nemours
DD
$19.2B
$10.1K ﹤0.01%
+220
SKYY icon
921
First Trust Cloud Computing ETF
SKYY
$3.28B
$10.1K ﹤0.01%
+92
ARKF icon
922
ARK Blockchain & Fintech Innovation ETF
ARKF
$837M
$10K ﹤0.01%
+264
MGC icon
923
Vanguard Mega Cap 300 Index ETF
MGC
$10.1B
$9.93K ﹤0.01%
+42
MDXG icon
924
MiMedx Group
MDXG
$533M
$9.84K ﹤0.01%
+2,490
HOOD icon
925
Robinhood
HOOD
$81.6B
$9.77K ﹤0.01%
+141