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
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$16M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$118M
2
+$46.3M
3
+$36.9M
4
KMB icon
Kimberly-Clark
KMB
+$29.1M
5
COST icon
Costco
COST
+$23M

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
301
$35K ﹤0.01%
+837
302
$35K ﹤0.01%
+500
303
$34K ﹤0.01%
786
304
$33K ﹤0.01%
1,200
-37,164
305
$32K ﹤0.01%
8,876
+8,276
306
$32K ﹤0.01%
953
-1,126
307
$31K ﹤0.01%
1,044
+1,035
308
$30K ﹤0.01%
500
+293
309
$30K ﹤0.01%
+300
310
$30K ﹤0.01%
+1,800
311
$29K ﹤0.01%
566
312
$29K ﹤0.01%
1,222
+1,017
313
$29K ﹤0.01%
+278
314
$29K ﹤0.01%
343
-81
315
$29K ﹤0.01%
425
316
$28K ﹤0.01%
225
317
$28K ﹤0.01%
597
+41
318
$28K ﹤0.01%
241
+147
319
$27K ﹤0.01%
223
320
$27K ﹤0.01%
452
321
$26K ﹤0.01%
467
-422
322
$26K ﹤0.01%
179
+42
323
$26K ﹤0.01%
218
+208
324
$26K ﹤0.01%
1,766
-1,401
325
$26K ﹤0.01%
+498
11 12
13
14 15