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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

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
251
$51K ﹤0.01%
+1,337
252
$51K ﹤0.01%
+1,223
253
$51K ﹤0.01%
+348
254
$50K ﹤0.01%
+9,040
255
$50K ﹤0.01%
+505
256
$50K ﹤0.01%
+2,256
257
$49K ﹤0.01%
+683
258
$48K ﹤0.01%
+1,462
259
$48K ﹤0.01%
+551
260
$48K ﹤0.01%
+441
261
$46K ﹤0.01%
+1,027
262
$46K ﹤0.01%
+1,812
263
$46K ﹤0.01%
+403
264
$46K ﹤0.01%
+192
265
$45K ﹤0.01%
+620
266
$45K ﹤0.01%
+130
267
$45K ﹤0.01%
+655
268
$44K ﹤0.01%
+575
269
$44K ﹤0.01%
+1,639
270
$43K ﹤0.01%
+894
271
$43K ﹤0.01%
+1,387
272
$43K ﹤0.01%
+207
273
$42K ﹤0.01%
+307
274
$42K ﹤0.01%
+628
275
$41K ﹤0.01%
+3,676
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