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
IDU icon
1001
iShares US Utilities ETF
IDU
$1.41B
$4.18K ﹤0.01%
+36
PSKY
1002
Paramount Skydance Corp
PSKY
$12.2B
$4.18K ﹤0.01%
+463
IQLT icon
1003
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$4.16K ﹤0.01%
+90
AIZ icon
1004
Assurant
AIZ
$12.3B
$4.14K ﹤0.01%
+19
IWN icon
1005
iShares Russell 2000 Value ETF
IWN
$13.9B
$3.98K ﹤0.01%
+21
PPL icon
1006
PPL Corp
PPL
$26B
$3.94K ﹤0.01%
+103
ELVR
1007
Elevra Lithium Ltd
ELVR
$1.51B
$3.89K ﹤0.01%
+66
AIFD
1008
TCW Artificial Intelligence ETF
AIFD
$132M
$3.86K ﹤0.01%
+100
LCID icon
1009
Lucid Motors
LCID
$2.62B
$3.81K ﹤0.01%
+400
PBA icon
1010
Pembina Pipeline
PBA
$27.8B
$3.81K ﹤0.01%
+85
ALV icon
1011
Autoliv
ALV
$9.52B
$3.79K ﹤0.01%
+36
IYK icon
1012
iShares US Consumer Staples ETF
IYK
$1.55B
$3.78K ﹤0.01%
+54
SCHV icon
1013
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$3.66K ﹤0.01%
+120
DLR icon
1014
Digital Realty Trust
DLR
$65.3B
$3.6K ﹤0.01%
+20
ROKU icon
1015
Roku
ROKU
$19.1B
$3.6K ﹤0.01%
+38
SPYV icon
1016
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$3.51K ﹤0.01%
+62
MMS icon
1017
Maximus
MMS
$3.26B
$3.46K ﹤0.01%
+54
STM icon
1018
STMicroelectronics
STM
$61.3B
$3.46K ﹤0.01%
+100
DNUT icon
1019
Krispy Kreme
DNUT
$597M
$3.39K ﹤0.01%
+1,000
PCY icon
1020
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$3.32K ﹤0.01%
+159
RIOT icon
1021
Riot Platforms
RIOT
$10.9B
$3.2K ﹤0.01%
+259
CHKP icon
1022
Check Point Software Technologies
CHKP
$14.3B
$3.14K ﹤0.01%
+22
VNLA icon
1023
Janus Henderson Short Duration Income ETF
VNLA
$3.27B
$3.13K ﹤0.01%
+64
IYE icon
1024
iShares US Energy ETF
IYE
$1.64B
$3.11K ﹤0.01%
+48
Z icon
1025
Zillow
Z
$8.31B
$3.1K ﹤0.01%
+75