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
BSX icon
1076
Boston Scientific
BSX
$70.9B
$1.25K ﹤0.01%
+20
GLIBK
1077
Liberty Capital Corporation Series C GCI Group Common Stock
GLIBK
$866M
$1.23K ﹤0.01%
+33
CHTR icon
1078
Charter Communications
CHTR
$17.5B
$1.08K ﹤0.01%
+5
EL icon
1079
Estee Lauder
EL
$30.7B
$1.08K ﹤0.01%
+15
L icon
1080
Loews
L
$21.4B
$1.07K ﹤0.01%
+10
PODD icon
1081
Insulet
PODD
$10.3B
$1.05K ﹤0.01%
+5
HSY icon
1082
Hershey
HSY
$37.7B
$1.04K ﹤0.01%
+5
CVKD icon
1083
Cadrenal Therapeutics
CVKD
$15.1M
$1.02K ﹤0.01%
+200
BFLY icon
1084
Butterfly Network
BFLY
$1.2B
$1.01K ﹤0.01%
+250
ODFL icon
1085
Old Dominion Freight Line
ODFL
$46.8B
$977 ﹤0.01%
+5
GBIL icon
1086
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.61B
$969 ﹤0.01%
+10
WDS icon
1087
Woodside Energy
WDS
$42.5B
$955 ﹤0.01%
+40
AMP icon
1088
Ameriprise Financial
AMP
$40B
$889 ﹤0.01%
+2
MCO icon
1089
Moody's
MCO
$80.1B
$873 ﹤0.01%
+2
AVB icon
1090
AvalonBay Communities
AVB
$26.3B
$817 ﹤0.01%
+5
CSGP icon
1091
CoStar Group
CSGP
$13.3B
$807 ﹤0.01%
+20
BIV icon
1092
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$801 ﹤0.01%
+10
LYV icon
1093
Live Nation Entertainment
LYV
$39.1B
$763 ﹤0.01%
+5
LUMN icon
1094
Lumen
LUMN
$11.4B
$758 ﹤0.01%
+109
BAX icon
1095
Baxter International
BAX
$9.51B
$756 ﹤0.01%
+45
HYDR icon
1096
Global X Hydrogen ETF
HYDR
$159M
$755 ﹤0.01%
+21
BCI icon
1097
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.54B
$729 ﹤0.01%
+30
SCHA icon
1098
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$727 ﹤0.01%
+25
VNQ icon
1099
Vanguard Real Estate ETF
VNQ
$36.3B
$710 ﹤0.01%
+8
OGN icon
1100
Organon & Co
OGN
$3.51B
$698 ﹤0.01%
+116