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
351
$19K ﹤0.01%
1,300
+1,200
352
$19K ﹤0.01%
257
+100
353
$18K ﹤0.01%
400
354
$18K ﹤0.01%
+155
355
$18K ﹤0.01%
71
-11
356
$16K ﹤0.01%
254
-266
357
$16K ﹤0.01%
404
-2,856
358
$16K ﹤0.01%
305
-1,286
359
$16K ﹤0.01%
+175
360
$15K ﹤0.01%
368
+133
361
$15K ﹤0.01%
376
+204
362
$15K ﹤0.01%
243
+200
363
$15K ﹤0.01%
+524
364
$15K ﹤0.01%
250
365
$14K ﹤0.01%
+400
366
$14K ﹤0.01%
106
-50
367
$14K ﹤0.01%
+150
368
$14K ﹤0.01%
124
+54
369
$14K ﹤0.01%
+325
370
$14K ﹤0.01%
+204
371
$14K ﹤0.01%
+477
372
$14K ﹤0.01%
200
-200
373
$14K ﹤0.01%
80
374
$13K ﹤0.01%
420
375
$13K ﹤0.01%
369
-205
13 14
15
16 17