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
PSA icon
926
Public Storage
PSA
$52.2B
$9.75K ﹤0.01%
+36
CLSK icon
927
CleanSpark
CLSK
$4.91B
$9.74K ﹤0.01%
+1,145
MSCI icon
928
MSCI
MSCI
$46.5B
$9.7K ﹤0.01%
+18
BITC icon
929
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$15.6M
$9.65K ﹤0.01%
+265
SNN icon
930
Smith & Nephew
SNN
$12.6B
$9.53K ﹤0.01%
+300
IDR icon
931
Idaho Strategic Resources
IDR
$613M
$9.41K ﹤0.01%
+293
SGOV icon
932
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$9.36K ﹤0.01%
+93
KEYS icon
933
Keysight
KEYS
$56B
$9.32K ﹤0.01%
+33
GCOW icon
934
Pacer Global Cash Cows Dividend ETF
GCOW
$3.35B
$9.25K ﹤0.01%
+200
OZK icon
935
Bank OZK
OZK
$5.21B
$9.18K ﹤0.01%
+200
PHO icon
936
Invesco Water Resources ETF
PHO
$1.98B
$9.16K ﹤0.01%
+137
AMT icon
937
American Tower
AMT
$87.2B
$9.15K ﹤0.01%
+53
SCHM icon
938
Schwab US Mid-Cap ETF
SCHM
$14.6B
$9.07K ﹤0.01%
+293
TTWO icon
939
Take-Two Interactive
TTWO
$42.1B
$8.89K ﹤0.01%
+45
DG icon
940
Dollar General
DG
$24.1B
$8.43K ﹤0.01%
+71
ICFI icon
941
ICF International
ICFI
$1.28B
$8.42K ﹤0.01%
+129
EXPO icon
942
Exponent
EXPO
$2.91B
$8.29K ﹤0.01%
+127
GDXJ icon
943
VanEck Junior Gold Miners ETF
GDXJ
$8.5B
$8.16K ﹤0.01%
+68
MZTI
944
The Marzetti Company
MZTI
$3B
$8.16K ﹤0.01%
+59
ONEV icon
945
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$428M
$8.12K ﹤0.01%
+61
SPTS icon
946
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.88B
$7.97K ﹤0.01%
+273
PEN icon
947
Penumbra
PEN
$12.5B
$7.88K ﹤0.01%
+24
WERN icon
948
Werner Enterprises
WERN
$2.53B
$7.65K ﹤0.01%
+260
DOC icon
949
Healthpeak Properties
DOC
$13.2B
$7.64K ﹤0.01%
+465
WLY icon
950
John Wiley & Sons Class A
WLY
$2.22B
$7.2K ﹤0.01%
+189