DWM
Destination Wealth Management Portfolio holdings
AUM
$3.82B
1-Year Est. Return
13.95%
This Fund
S&P 500
1 Year Est. Return
+13.95%
AUM
$3.63B
AUM Growth
+$221M
(+6.5%)
Holding
278
Top Buys
| 1 | +$15M | |
| 2 | +$14.1M | |
| 3 | +$7.85M | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$6.8M |
| 5 |
Apple
AAPL
|
+$6.48M |
Top Sells
| 1 | +$24.8M | |
| 2 | +$14.9M | |
| 3 | +$3.61M | |
| 4 |
RAL
Ralliant Corp
RAL
|
+$3.4M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.03M |
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 | |
|---|---|---|---|---|---|---|
|
MRSH
276
Marsh
MRSH
$90.3B
| – | – |
-1,010
|
|
||
277
State Street SPDR ICE Preferred Securities ETF
PSK
$747M
| – | – |
-8,507
|
|
||
278
Research Frontiers
REFR
$34.7M
| – | – |
-84,703
|
|