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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$4.09M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.3M
5
ABT icon
Abbott
ABT
+$2.09M

Top Sells

1
+$5.46M
2
+$3.09M
3
+$2.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.11M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.07M

Sector Composition

1 Healthcare 9.49%
2 Technology 7.67%
3 Financials 5.97%
4 Consumer Staples 5.18%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38K ﹤0.01%
+941
327
$38K ﹤0.01%
2,271
328
$38K ﹤0.01%
899
+62
329
$38K ﹤0.01%
+753
330
$38K ﹤0.01%
876
-100
331
$38K ﹤0.01%
558
332
$38K ﹤0.01%
+618
333
$38K ﹤0.01%
+810
334
$37K ﹤0.01%
+818
335
$37K ﹤0.01%
666
336
$37K ﹤0.01%
821
337
$37K ﹤0.01%
601
+575
338
$37K ﹤0.01%
417
339
$36K ﹤0.01%
1,080
+724
340
$36K ﹤0.01%
956
+906
341
$36K ﹤0.01%
+222
342
$35K ﹤0.01%
+376
343
$35K ﹤0.01%
1,165
-1,743
344
$35K ﹤0.01%
336
+186
345
$35K ﹤0.01%
+5,500
346
$35K ﹤0.01%
521
-938
347
$35K ﹤0.01%
953
348
$33K ﹤0.01%
+664
349
$33K ﹤0.01%
+470
350
$33K ﹤0.01%
1,200
12 13
14
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