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
MRNA icon
976
Moderna
MRNA
$18.2B
$5.23K ﹤0.01%
+103
HLN icon
977
Haleon
HLN
$39.3B
$5.21K ﹤0.01%
+521
DOL icon
978
WisdomTree True Developed International Fund
DOL
$826M
$5.17K ﹤0.01%
+76
ERIC icon
979
Ericsson
ERIC
$44.2B
$5.11K ﹤0.01%
+453
IYC icon
980
iShares US Consumer Discretionary ETF
IYC
$1.18B
$5.04K ﹤0.01%
+52
MHD icon
981
BlackRock MuniHoldings Fund
MHD
$607M
$5.03K ﹤0.01%
+446
ATO icon
982
Atmos Energy
ATO
$28B
$4.99K ﹤0.01%
+27
EXPE icon
983
Expedia Group
EXPE
$27.1B
$4.85K ﹤0.01%
+21
SMG icon
984
ScottsMiracle-Gro
SMG
$3.43B
$4.8K ﹤0.01%
+79
SCL icon
985
Stepan Co
SCL
$1.18B
$4.75K ﹤0.01%
+95
FNDF icon
986
Schwab Fundamental International Large Company Index ETF
FNDF
$24.7B
$4.75K ﹤0.01%
+97
TIP icon
987
iShares TIPS Bond ETF
TIP
$15B
$4.75K ﹤0.01%
+43
CDW icon
988
CDW
CDW
$17.5B
$4.72K ﹤0.01%
+39
DECK icon
989
Deckers Outdoor
DECK
$15.3B
$4.7K ﹤0.01%
+47
OC icon
990
Owens Corning
OC
$9.93B
$4.65K ﹤0.01%
+43
IQDG icon
991
WisdomTree International Quality Dividend Growth Fund
IQDG
$726M
$4.62K ﹤0.01%
+115
XBI icon
992
State Street SPDR S&P Biotech ETF
XBI
$8.17B
$4.6K ﹤0.01%
+36
IFLN
993
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$320M
$4.58K ﹤0.01%
+255
KELYA icon
994
Kelly Services Class A
KELYA
$422M
$4.49K ﹤0.01%
+507
XEL icon
995
Xcel Energy
XEL
$48.1B
$4.37K ﹤0.01%
+55
AWK icon
996
American Water Works
AWK
$23.8B
$4.36K ﹤0.01%
+32
PJT icon
997
PJT Partners
PJT
$3.93B
$4.33K ﹤0.01%
+31
PCAR icon
998
PACCAR
PCAR
$56.9B
$4.27K ﹤0.01%
+37
PYPL icon
999
PayPal
PYPL
$40.5B
$4.25K ﹤0.01%
+94
FNV icon
1000
Franco-Nevada
FNV
$44.3B
$4.2K ﹤0.01%
+17