DWM

Destination Wealth Management Portfolio holdings

AUM $3.82B
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K ﹤0.01%
253
-327,704
227
$64K ﹤0.01%
+978
228
$63K ﹤0.01%
+4,242
229
$62K ﹤0.01%
+450
230
$62K ﹤0.01%
1,483
231
$62K ﹤0.01%
+526
232
$62K ﹤0.01%
+2,077
233
$61K ﹤0.01%
+1,629
234
$59K ﹤0.01%
+980
235
$58K ﹤0.01%
+2,162
236
$57K ﹤0.01%
+872
237
$56K ﹤0.01%
+3,167
238
$56K ﹤0.01%
+7,971
239
$55K ﹤0.01%
+1,321
240
$55K ﹤0.01%
+606
241
$55K ﹤0.01%
+3,139
242
$55K ﹤0.01%
+1,050
243
$55K ﹤0.01%
+2,479
244
$55K ﹤0.01%
1,274
-5,429
245
$55K ﹤0.01%
+141
246
$55K ﹤0.01%
+543
247
$54K ﹤0.01%
+1,921
248
$53K ﹤0.01%
+500
249
$53K ﹤0.01%
+1,200
250
$52K ﹤0.01%
+1,000
8 9
10
11 12