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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K ﹤0.01%
+615
327
$22K ﹤0.01%
1,979
-4,690
328
$22K ﹤0.01%
+206
329
$21K ﹤0.01%
+242
330
$21K ﹤0.01%
+283
331
$21K ﹤0.01%
+240
332
$20K ﹤0.01%
+213
333
$20K ﹤0.01%
+520
334
$20K ﹤0.01%
+1,000
335
$19K ﹤0.01%
+137
336
$19K ﹤0.01%
+308
337
$19K ﹤0.01%
+137
338
$19K ﹤0.01%
+999
339
$19K ﹤0.01%
+200
340
$19K ﹤0.01%
+141
341
$19K ﹤0.01%
+300
342
$19K ﹤0.01%
+257
343
$19K ﹤0.01%
+306
344
$19K ﹤0.01%
240
-78,219
345
$19K ﹤0.01%
+82
346
$18K ﹤0.01%
150
-20,166
347
$18K ﹤0.01%
+800
348
$18K ﹤0.01%
+402
349
$18K ﹤0.01%
+1,536
350
$17K ﹤0.01%
+504
12 13
14
15 16