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

Top Buys

1
+$120M
2
+$10.3M
3
+$4.99M
4
DIS icon
Walt Disney
DIS
+$3.78M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.82M

Top Sells

1
+$38.5M
2
+$9.6M
3
+$7.63M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.13M
5
CPB icon
Campbell Soup
CPB
+$3.28M

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%
405
+230
352
$21K ﹤0.01%
+113
353
$21K ﹤0.01%
430
354
$20K ﹤0.01%
400
355
$20K ﹤0.01%
500
356
$20K ﹤0.01%
5,000
357
$20K ﹤0.01%
500
-253
358
$20K ﹤0.01%
154
+75
359
$20K ﹤0.01%
132
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
15
16 17