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
DHI icon
1101
D.R. Horton
DHI
$41.7B
$686 ﹤0.01%
+5
CBRE icon
1102
CBRE Group
CBRE
$35.8B
$677 ﹤0.01%
+5
UDR icon
1103
UDR
UDR
$12.1B
$676 ﹤0.01%
+20
EXR icon
1104
Extra Space Storage
EXR
$29.8B
$656 ﹤0.01%
+5
CNC icon
1105
Centene
CNC
$30.3B
$655 ﹤0.01%
+20
STT icon
1106
State Street
STT
$43.7B
$633 ﹤0.01%
+5
DOW icon
1107
Dow Inc
DOW
$25.1B
$625 ﹤0.01%
+15
GIS icon
1108
General Mills
GIS
$17.9B
$596 ﹤0.01%
+16
TDC icon
1109
Teradata
TDC
$3.46B
$589 ﹤0.01%
+23
A icon
1110
Agilent Technologies
A
$38.1B
$570 ﹤0.01%
+5
GRAL
1111
GRAIL Inc
GRAL
$2.58B
$568 ﹤0.01%
+11
IHAK icon
1112
iShares Cybersecurity and Tech ETF
IHAK
$946M
$567 ﹤0.01%
+13
SSSS icon
1113
SuRo Capital
SSSS
$363M
$559 ﹤0.01%
+52
AEE icon
1114
Ameren
AEE
$29.2B
$550 ﹤0.01%
+5
IRM icon
1115
Iron Mountain
IRM
$38.4B
$511 ﹤0.01%
+5
WAT icon
1116
Waters Corp
WAT
$36.5B
$499 ﹤0.01%
+2
MHK icon
1117
Mohawk Industries
MHK
$6.38B
$492 ﹤0.01%
+5
ACGL icon
1118
Arch Capital
ACGL
$31.1B
$480 ﹤0.01%
+5
NATL icon
1119
NCR Atleos
NATL
$3.27B
$479 ﹤0.01%
+11
ARE icon
1120
Alexandria Real Estate Equities
ARE
$8.53B
$464 ﹤0.01%
+10
PCG icon
1121
PG&E
PCG
$35.8B
$439 ﹤0.01%
+25
AI icon
1122
C3.ai
AI
$1.67B
$421 ﹤0.01%
+50
SW
1123
Smurfit Westrock
SW
$21.3B
$399 ﹤0.01%
+10
IEF icon
1124
iShares 7-10 Year Treasury Bond ETF
IEF
$47.8B
$382 ﹤0.01%
+4
RLJ icon
1125
RLJ Lodging Trust
RLJ
$1.49B
$371 ﹤0.01%
+50