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
$1.78B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11.4M
3
+$8.96M
4
V icon
Visa
V
+$8.9M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.04M

Top Sells

1
+$115M
2
+$9.17M
3
+$8.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.78M

Sector Composition

1 Healthcare 9.83%
2 Technology 7.16%
3 Financials 6.48%
4 Consumer Staples 5.8%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$54K ﹤0.01%
714
+18
252
$53K ﹤0.01%
291
+99
253
$53K ﹤0.01%
1,397
254
$53K ﹤0.01%
1,713
255
$52K ﹤0.01%
328
+122
256
$52K ﹤0.01%
1,462
257
$52K ﹤0.01%
+323
258
$52K ﹤0.01%
194
+34
259
$52K ﹤0.01%
818
+18
260
$52K ﹤0.01%
1,200
261
$51K ﹤0.01%
493
+136
262
$50K ﹤0.01%
760
-51
263
$50K ﹤0.01%
777
-465
264
$49K ﹤0.01%
1,200
-262
265
$49K ﹤0.01%
257
-1,579
266
$49K ﹤0.01%
1,223
267
$49K ﹤0.01%
441
268
$48K ﹤0.01%
1,699
269
$48K ﹤0.01%
3,747
+608
270
$48K ﹤0.01%
1,009
271
$47K ﹤0.01%
1,608
272
$46K ﹤0.01%
2,496
273
$46K ﹤0.01%
+3,600
274
$45K ﹤0.01%
650
+25
275
$45K ﹤0.01%
1,648
+122
9 10
11
12 13