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
276
$43K ﹤0.01%
+2,050
277
$43K ﹤0.01%
1,445
278
$43K ﹤0.01%
+1,500
279
$43K ﹤0.01%
1,639
280
$43K ﹤0.01%
+224
281
$42K ﹤0.01%
474
-77
282
$42K ﹤0.01%
2,603
-418
283
$42K ﹤0.01%
+500
284
$42K ﹤0.01%
417
+155
285
$42K ﹤0.01%
654
-169
286
$42K ﹤0.01%
976
+82
287
$42K ﹤0.01%
+1,180
288
$42K ﹤0.01%
+852
289
$42K ﹤0.01%
371
-32
290
$41K ﹤0.01%
1,970
+1,900
291
$41K ﹤0.01%
+755
292
$40K ﹤0.01%
1,498
-1,681
293
$39K ﹤0.01%
2,271
294
$38K ﹤0.01%
959
+956
295
$38K ﹤0.01%
1,047
+1,040
296
$37K ﹤0.01%
595
+171
297
$37K ﹤0.01%
558
298
$37K ﹤0.01%
1,941
299
$36K ﹤0.01%
666
-825
300
$36K ﹤0.01%
821
10 11
12
13 14