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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M

Sector Composition

1 Healthcare 9.49%
2 Technology 7.67%
3 Financials 5.97%
4 Consumer Staples 5.18%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83K ﹤0.01%
5,752
+97
227
$83K ﹤0.01%
896
228
$83K ﹤0.01%
3,250
229
$82K ﹤0.01%
+537
230
$81K ﹤0.01%
+3,479
231
$80K ﹤0.01%
9,041
232
$79K ﹤0.01%
+1,000
233
$79K ﹤0.01%
901
+132
234
$79K ﹤0.01%
710
+128
235
$77K ﹤0.01%
1,127
236
$75K ﹤0.01%
1,892
+10
237
$74K ﹤0.01%
2,000
238
$74K ﹤0.01%
2,121
239
$74K ﹤0.01%
+1,483
240
$74K ﹤0.01%
545
+504
241
$74K ﹤0.01%
+1,136
242
$74K ﹤0.01%
366
+228
243
$73K ﹤0.01%
1,029
-2,183
244
$73K ﹤0.01%
451
+125
245
$73K ﹤0.01%
2,560
+1,200
246
$72K ﹤0.01%
2,077
247
$71K ﹤0.01%
1,759
+1,659
248
$68K ﹤0.01%
1,000
249
$68K ﹤0.01%
+1,775
250
$68K ﹤0.01%
811
8 9
10
11 12