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
LULU icon
1051
lululemon athletica
LULU
$15.9B
$1.99K ﹤0.01%
+13
VCIT icon
1052
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.5B
$1.99K ﹤0.01%
+24
SNPS icon
1053
Synopsys
SNPS
$92.2B
$1.98K ﹤0.01%
+5
STX icon
1054
Seagate
STX
$206B
$1.96K ﹤0.01%
+5
JOBY icon
1055
Joby Aviation
JOBY
$11.8B
$1.94K ﹤0.01%
+235
CMS icon
1056
CMS Energy
CMS
$21.9B
$1.94K ﹤0.01%
+25
SPTL icon
1057
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$1.87K ﹤0.01%
+71
NCLH icon
1058
Norwegian Cruise Line
NCLH
$8.31B
$1.87K ﹤0.01%
+100
TGT icon
1059
Target
TGT
$55.7B
$1.84K ﹤0.01%
+15
MARA icon
1060
Marathon Digital Holdings
MARA
$5.61B
$1.83K ﹤0.01%
+224
DX
1061
Dynex Capital
DX
$2.8B
$1.81K ﹤0.01%
+142
IEI icon
1062
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$1.78K ﹤0.01%
+15
MET icon
1063
MetLife
MET
$52.6B
$1.77K ﹤0.01%
+25
MOH icon
1064
Molina Healthcare
MOH
$9.3B
$1.73K ﹤0.01%
+13
CAG icon
1065
Conagra Brands
CAG
$6.31B
$1.73K ﹤0.01%
+110
MELI icon
1066
Mercado Libre
MELI
$86.4B
$1.73K ﹤0.01%
+1
TYL icon
1067
Tyler Technologies
TYL
$13.5B
$1.71K ﹤0.01%
+5
AMN icon
1068
AMN Healthcare
AMN
$1.15B
$1.69K ﹤0.01%
+92
CELH icon
1069
Celsius Holdings
CELH
$7.97B
$1.67K ﹤0.01%
+47
QLYS icon
1070
Qualys
QLYS
$4.05B
$1.58K ﹤0.01%
+18
BABA icon
1071
Alibaba
BABA
$302B
$1.51K ﹤0.01%
+12
BEN icon
1072
Franklin Resources
BEN
$16.2B
$1.42K ﹤0.01%
+60
LW icon
1073
Lamb Weston
LW
$5.89B
$1.35K ﹤0.01%
+32
NDSN icon
1074
Nordson
NDSN
$15.7B
$1.33K ﹤0.01%
+5
MSI icon
1075
Motorola Solutions
MSI
$68.1B
$1.3K ﹤0.01%
+3