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
251
$54K ﹤0.01%
+1,341
252
$54K ﹤0.01%
4,889
+1,213
253
$54K ﹤0.01%
3,139
254
$51K ﹤0.01%
1,462
255
$51K ﹤0.01%
640
-576
256
$51K ﹤0.01%
326
-22
257
$50K ﹤0.01%
1,223
258
$50K ﹤0.01%
655
259
$49K ﹤0.01%
1,412
+1,234
260
$49K ﹤0.01%
2,256
261
$48K ﹤0.01%
441
262
$46K ﹤0.01%
1,654
+1,623
263
$46K ﹤0.01%
1,591
264
$45K ﹤0.01%
1,015
-12
265
$45K ﹤0.01%
620
266
$45K ﹤0.01%
670
-13
267
$45K ﹤0.01%
+400
268
$45K ﹤0.01%
2,766
-234
269
$45K ﹤0.01%
1,812
270
$45K ﹤0.01%
774
+468
271
$44K ﹤0.01%
2,496
272
$44K ﹤0.01%
8,814
-226
273
$44K ﹤0.01%
192
-108
274
$44K ﹤0.01%
4,464
+4,271
275
$43K ﹤0.01%
1,397
9 10
11
12 13