DWM

Destination Wealth Management Portfolio holdings

AUM $3.63B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
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
+$18.2M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$15.8M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$121M
2
+$45.2M
3
+$37.1M
4
KMB icon
Kimberly-Clark
KMB
+$29.5M
5
COST icon
Costco
COST
+$24.3M

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
326
$26K ﹤0.01%
1,147
+1,105
327
$26K ﹤0.01%
615
328
$25K ﹤0.01%
+176
329
$25K ﹤0.01%
138
-388
330
$25K ﹤0.01%
+600
331
$24K ﹤0.01%
480
+426
332
$24K ﹤0.01%
574
-747
333
$24K ﹤0.01%
300
334
$23K ﹤0.01%
5,000
335
$23K ﹤0.01%
133
-77
336
$23K ﹤0.01%
206
+150
337
$23K ﹤0.01%
171
-246
338
$22K ﹤0.01%
+900
339
$22K ﹤0.01%
+1,225
340
$22K ﹤0.01%
+1,100
341
$21K ﹤0.01%
350
+200
342
$21K ﹤0.01%
213
343
$21K ﹤0.01%
195
+120
344
$21K ﹤0.01%
257
345
$21K ﹤0.01%
+300
346
$20K ﹤0.01%
800
347
$20K ﹤0.01%
866
-384
348
$20K ﹤0.01%
201
-135
349
$20K ﹤0.01%
215
-25
350
$20K ﹤0.01%
+1,000
12 13
14
15 16