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
$1.78B
AUM Growth
+$116M
(+7%)
Holding
758
Top Buys
| 1 | +$28.6M | |
| 2 | +$11.4M | |
| 3 | +$8.96M | |
| 4 |
Visa
V
|
+$8.9M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$8.04M |
Top Sells
| 1 | +$115M | |
| 2 | +$9.17M | |
| 3 | +$8.49M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$4.5M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.78M |
Sector Composition
| 1 | Healthcare | 9.83% |
| 2 | Technology | 7.16% |
| 3 | Financials | 6.48% |
| 4 | Consumer Staples | 5.8% |
| 5 | Communication Services | 5.18% |