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
351
$32K ﹤0.01%
+288
352
$32K ﹤0.01%
+5,000
353
$32K ﹤0.01%
1,118
-536
354
$32K ﹤0.01%
+1,130
355
$31K ﹤0.01%
291
+203
356
$31K ﹤0.01%
+458
357
$30K ﹤0.01%
255
+32
358
$30K ﹤0.01%
225
359
$30K ﹤0.01%
+25
360
$29K ﹤0.01%
1,766
361
$29K ﹤0.01%
278
362
$29K ﹤0.01%
687
-587
363
$29K ﹤0.01%
+662
364
$28K ﹤0.01%
597
365
$28K ﹤0.01%
323
+23
366
$28K ﹤0.01%
+356
367
$27K ﹤0.01%
307
+50
368
$27K ﹤0.01%
+292
369
$26K ﹤0.01%
566
370
$26K ﹤0.01%
400
+200
371
$26K ﹤0.01%
1,147
-75
372
$26K ﹤0.01%
+1,000
373
$26K ﹤0.01%
224
+202
374
$26K ﹤0.01%
271
+155
375
$25K ﹤0.01%
165
+59
13 14
15
16 17