DWM
Destination Wealth Management Portfolio holdings
AUM
$3.63B
1-Year Est. Return
10.82%
1 Year Est. Return
+10.82%
AUM
$3.63B
AUM Growth
+$221M
(+6.5%)
Holding
278
Top Buys
| 1 | +$14.6M | |
| 2 | +$13.1M | |
| 3 | +$7.93M | |
| 4 |
Apple
AAPL
|
+$7.3M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$6.87M |
Top Sells
| 1 | +$24.8M | |
| 2 | +$14.8M | |
| 3 | +$3.68M | |
| 4 |
RAL
Ralliant Corp
RAL
|
+$3.4M |
| 5 |
Palantir
PLTR
|
+$2.14M |
Sector Composition
| 1 | Technology | 12.7% |
| 2 | Financials | 10.94% |
| 3 | Healthcare | 7.69% |
| 4 | Consumer Discretionary | 5.11% |
| 5 | Consumer Staples | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.91B
| – | – |
-8,950
|
|
||
277
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
| – | – |
-8,968
|
|
||
|
RAL
278
Ralliant Corp
RAL
$5.5B
| – | – |
-70,101
|
|