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
$1.66B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$9.51M
3
+$4.62M
4
DIS icon
Walt Disney
DIS
+$3.64M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.73M

Top Sells

1
+$39.1M
2
+$9.58M
3
+$7.64M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.06M

Sector Composition

1 Healthcare 9.68%
2 Technology 6.43%
3 Financials 5.77%
4 Communication Services 5.01%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
430
352
$21K ﹤0.01%
405
+230
353
$21K ﹤0.01%
+113
354
$20K ﹤0.01%
5,000
355
$20K ﹤0.01%
500
-253
356
$20K ﹤0.01%
400
357
$20K ﹤0.01%
154
+75
358
$20K ﹤0.01%
132
359
$20K ﹤0.01%
500
360
$20K ﹤0.01%
201
361
$19K ﹤0.01%
+323
362
$19K ﹤0.01%
135
-7
363
$19K ﹤0.01%
+985
364
$18K ﹤0.01%
+65
365
$18K ﹤0.01%
300
-23
366
$18K ﹤0.01%
+177
367
$17K ﹤0.01%
420
368
$17K ﹤0.01%
758
369
$16K ﹤0.01%
1,000
370
$16K ﹤0.01%
920
+370
371
$16K ﹤0.01%
+400
372
$15K ﹤0.01%
504
-258
373
$15K ﹤0.01%
254
374
$15K ﹤0.01%
800
375
$15K ﹤0.01%
500
13 14
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