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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$4.09M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.3M
5
ABT icon
Abbott
ABT
+$2.09M

Top Sells

1
+$5.46M
2
+$3.09M
3
+$2.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.11M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.07M

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
276
$53K ﹤0.01%
483
+436
277
$53K ﹤0.01%
+1,200
278
$51K ﹤0.01%
160
+130
279
$51K ﹤0.01%
+1,541
280
$50K ﹤0.01%
197
+173
281
$50K ﹤0.01%
625
-175
282
$50K ﹤0.01%
+1,285
283
$50K ﹤0.01%
1,462
284
$50K ﹤0.01%
1,223
285
$49K ﹤0.01%
1,084
-66
286
$49K ﹤0.01%
1,504
+107
287
$49K ﹤0.01%
600
-76
288
$49K ﹤0.01%
300
-231
289
$49K ﹤0.01%
+1,164
290
$48K ﹤0.01%
620
291
$48K ﹤0.01%
1,009
-601
292
$48K ﹤0.01%
+885
293
$48K ﹤0.01%
441
294
$47K ﹤0.01%
+2,513
295
$47K ﹤0.01%
8,582
-232
296
$47K ﹤0.01%
1,200
+800
297
$47K ﹤0.01%
1,081
-1,234
298
$47K ﹤0.01%
1,619
+28
299
$47K ﹤0.01%
2,000
-50
300
$46K ﹤0.01%
1,766
-2,200
10 11
12
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