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
XYL icon
951
Xylem
XYL
$25.8B
$7.05K ﹤0.01%
+59
EQNR icon
952
Equinor
EQNR
$93.3B
$7K ﹤0.01%
+166
GDLC
953
Grayscale CoinDesk Crypto 5 ETF
GDLC
$395M
$6.99K ﹤0.01%
+224
QGRW icon
954
WisdomTree US Quality Growth Fund
QGRW
$2.69B
$6.89K ﹤0.01%
+129
MPWR icon
955
Monolithic Power Systems
MPWR
$76.2B
$6.56K ﹤0.01%
+6
FLG
956
Flagstar Bank National Association
FLG
$5.79B
$6.51K ﹤0.01%
+494
AMSF icon
957
AMERISAFE
AMSF
$566M
$6.5K ﹤0.01%
+195
HWM icon
958
Howmet Aerospace
HWM
$102B
$6.45K ﹤0.01%
+28
PINS icon
959
Pinterest
PINS
$11.9B
$6.44K ﹤0.01%
+351
CPRI icon
960
Capri Holdings
CPRI
$2.16B
$6.4K ﹤0.01%
+363
TPR icon
961
Tapestry
TPR
$28B
$6.35K ﹤0.01%
+45
SYY icon
962
Sysco
SYY
$35.3B
$6.28K ﹤0.01%
+88
IIM icon
963
Invesco Value Municipal Income Trust
IIM
$587M
$6.28K ﹤0.01%
+516
LVHI icon
964
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.91B
$6.08K ﹤0.01%
+150
HXL icon
965
Hexcel
HXL
$6.7B
$6.07K ﹤0.01%
+75
HSBC icon
966
HSBC
HSBC
$320B
$5.94K ﹤0.01%
+72
KMB icon
967
Kimberly-Clark
KMB
$32.5B
$5.88K ﹤0.01%
+61
IVLU icon
968
iShares MSCI Intl Value Factor ETF
IVLU
$4.29B
$5.79K ﹤0.01%
+146
VRSN icon
969
VeriSign
VRSN
$27.1B
$5.71K ﹤0.01%
+23
NXPI icon
970
NXP Semiconductors
NXPI
$78.9B
$5.71K ﹤0.01%
+29
AFB
971
AllianceBernstein National Municipal Income Fund
AFB
$322M
$5.69K ﹤0.01%
+532
PRU icon
972
Prudential Financial
PRU
$34.9B
$5.57K ﹤0.01%
+57
EG icon
973
Everest Group
EG
$12.8B
$5.56K ﹤0.01%
+17
SPTI icon
974
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$5.45K ﹤0.01%
+190
ARMK icon
975
Aramark
ARMK
$14.3B
$5.43K ﹤0.01%
+134