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
$3.2B
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$4.03M
3
+$3.15M
4
TSLA icon
Tesla
TSLA
+$3M
5
CTAS icon
Cintas
CTAS
+$2.42M

Top Sells

1
+$2.8M
2
+$2.6M
3
+$2.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
AAPL icon
Apple
AAPL
+$2.25M

Sector Composition

1 Technology 12.83%
2 Financials 11.03%
3 Healthcare 7.83%
4 Consumer Staples 5.61%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$212K 0.01%
+1,292
227
$211K 0.01%
+953
228
$201K 0.01%
+2,295
229
$151K ﹤0.01%
+15,269
230
– –
-6,321
231
– –
-13,138
232
– –
-12,100
233
– –
-819
234
– –
-10,377
235
– –
-10,902
236
– –
-6,310
237
– –
-2,173
6 7 8 9
10