DWM

Destination Wealth Management Portfolio holdings

AUM $3.63B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.2M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$15.8M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$121M
2
+$45.2M
3
+$37.1M
4
KMB icon
Kimberly-Clark
KMB
+$29.5M
5
COST icon
Costco
COST
+$24.3M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70K ﹤0.01%
1,882
+1,864
227
$69K ﹤0.01%
3,000
-2,655
228
$69K ﹤0.01%
1,787
-96,619
229
$69K ﹤0.01%
+1,000
230
$68K ﹤0.01%
+1,608
231
$66K ﹤0.01%
2,077
232
$66K ﹤0.01%
2,162
+2,123
233
$65K ﹤0.01%
32
-31
234
$63K ﹤0.01%
1,000
235
$62K ﹤0.01%
500
+446
236
$61K ﹤0.01%
+1,000
237
$61K ﹤0.01%
881
+800
238
$61K ﹤0.01%
769
+551
239
$60K ﹤0.01%
1,150
+100
240
$59K ﹤0.01%
2,510
+31
241
$59K ﹤0.01%
980
242
$59K ﹤0.01%
582
+39
243
$59K ﹤0.01%
1,360
+1,154
244
$58K ﹤0.01%
+1,077
245
$58K ﹤0.01%
2,657
+2,309
246
$57K ﹤0.01%
+1,609
247
$57K ﹤0.01%
419
-280
248
$55K ﹤0.01%
676
-615
249
$55K ﹤0.01%
1,274
250
$55K ﹤0.01%
1,641
-28,579
8 9
10
11 12