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

Top Buys

1
+$7.16M
2
+$4.06M
3
+$2.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
ABT icon
Abbott
ABT
+$2.34M

Top Sells

1
+$5.91M
2
+$3.15M
3
+$2.15M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.09M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.06M

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%
+5,000
352
$32K ﹤0.01%
1,118
-536
353
$32K ﹤0.01%
+1,130
354
$32K ﹤0.01%
+288
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