DWP
Destiny Wealth Partners Portfolio holdings
AUM
$816M
1-Year Est. Return
22.72%
1 Year Est. Return
+22.72%
AUM
$816M
AUM Growth
+$72.2M
(+9.7%)
Holding
208
Top Buys
| 1 | +$9.66M | |
| 2 | +$5.73M | |
| 3 | +$3.91M | |
| 4 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$3.32M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.32M |
Top Sells
| 1 | +$8.57M | |
| 2 | +$2.36M | |
| 3 | +$2.03M | |
| 4 |
CrowdStrike
CRWD
|
+$1.63M |
| 5 |
Netflix
NFLX
|
+$1.51M |
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Consumer Discretionary | 6% |
| 3 | Communication Services | 4.87% |
| 4 | Financials | 4.56% |
| 5 | Healthcare | 2.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Alphatec Holdings
ATEC
$2.2B
| $145K | 0.02% |
+10,000
|
|
||
202
TELA Bio
TELA
$60.6M
| $78.2K | 0.01% |
52,500
|
|
||
203
Lloyds Banking Group
LYG
$66.2B
| $67.4K | 0.01% |
14,840
|
|
||
|
HIVE
204
HIVE Digital Technologies
HIVE
$1.32B
| $40.3K | ﹤0.01% |
10,008
|
|
||
205
Arbe Robotics
ARBE
$237M
| $33K | ﹤0.01% |
20,000
|
|
||
206
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
| – | – |
-45,011
|
|
||
207
Alerian MLP ETF
AMLP
$10B
| – | – |
-4,160
|
|
||
208
Abbott
ABT
$224B
| – | – |
-1,555
|
|