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

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

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
276
$41K ﹤0.01%
+821
277
$41K ﹤0.01%
+292
278
$40K ﹤0.01%
+1,591
279
$39K ﹤0.01%
+210
280
$39K ﹤0.01%
+1,000
281
$39K ﹤0.01%
+208
282
$38K ﹤0.01%
+2,496
283
$38K ﹤0.01%
+500
284
$38K ﹤0.01%
+1,962
285
$38K ﹤0.01%
+1,397
286
$38K ﹤0.01%
+348
287
$37K ﹤0.01%
+1,941
288
$36K ﹤0.01%
+5,000
289
$36K ﹤0.01%
+381
290
$36K ﹤0.01%
+424
291
$35K ﹤0.01%
+288
292
$34K ﹤0.01%
+1,445
293
$34K ﹤0.01%
+558
294
$33K ﹤0.01%
+566
295
$33K ﹤0.01%
+2,271
296
$32K ﹤0.01%
+210
297
$31K ﹤0.01%
+182
298
$31K ﹤0.01%
+5,500
299
$31K ﹤0.01%
+225
300
$31K ﹤0.01%
+1,250
10 11
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