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
251
$67K ﹤0.01%
332
-33
252
$66K ﹤0.01%
3,232
-1,496
253
$66K ﹤0.01%
586
+186
254
$65K ﹤0.01%
1,608
255
$65K ﹤0.01%
+300
256
$65K ﹤0.01%
+1,921
257
$64K ﹤0.01%
500
258
$63K ﹤0.01%
980
259
$63K ﹤0.01%
2,538
+28
260
$62K ﹤0.01%
801
+131
261
$61K ﹤0.01%
+2,676
262
$61K ﹤0.01%
779
-6,427
263
$60K ﹤0.01%
1,000
264
$60K ﹤0.01%
840
-138
265
$58K ﹤0.01%
830
+405
266
$58K ﹤0.01%
2,089
+591
267
$57K ﹤0.01%
+3,000
268
$57K ﹤0.01%
2,657
269
$56K ﹤0.01%
+310
270
$56K ﹤0.01%
1,713
-449
271
$56K ﹤0.01%
+3,636
272
$54K ﹤0.01%
+902
273
$54K ﹤0.01%
1,366
+407
274
$54K ﹤0.01%
+1,608
275
$54K ﹤0.01%
1,812
9 10
11
12 13