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

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

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
351
$17K ﹤0.01%
+32
352
$17K ﹤0.01%
+305
353
$17K ﹤0.01%
+600
354
$17K ﹤0.01%
+161
355
$17K ﹤0.01%
+218
356
$17K ﹤0.01%
+839
357
$16K ﹤0.01%
+222
358
$16K ﹤0.01%
+367
359
$16K ﹤0.01%
+649
360
$16K ﹤0.01%
+338
361
$15K ﹤0.01%
+180
362
$15K ﹤0.01%
+971
363
$15K ﹤0.01%
+94
364
$14K ﹤0.01%
+127
365
$14K ﹤0.01%
+420
366
$14K ﹤0.01%
+1,061
367
$14K ﹤0.01%
+485
368
$14K ﹤0.01%
+125
369
$14K ﹤0.01%
+250
370
$14K ﹤0.01%
+112
371
$13K ﹤0.01%
+200
372
$13K ﹤0.01%
+237
373
$13K ﹤0.01%
+419
374
$13K ﹤0.01%
+200
375
$13K ﹤0.01%
+400
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