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
$1.64B
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.2M
3
+$37M
4
KMB icon
Kimberly-Clark
KMB
+$33M
5
COST icon
Costco
COST
+$21.5M

Top Sells

1
+$18.8M
2
+$16.2M
3
+$15.8M
4
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$12.4M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$11.6M

Sector Composition

1 Technology 8.86%
2 Healthcare 6.7%
3 Financials 6.26%
4 Consumer Staples 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
+157
377
$13K ﹤0.01%
+250
378
$13K ﹤0.01%
+228
379
$12K ﹤0.01%
+112
380
$12K ﹤0.01%
+73
381
$12K ﹤0.01%
+349
382
$12K ﹤0.01%
+2
383
$12K ﹤0.01%
+80
384
$11K ﹤0.01%
+435
385
$11K ﹤0.01%
+470
386
$11K ﹤0.01%
+78
387
$11K ﹤0.01%
+250
388
$11K ﹤0.01%
+72
389
$10K ﹤0.01%
+200
390
$10K ﹤0.01%
+167
391
$10K ﹤0.01%
+375
392
$10K ﹤0.01%
+235
393
$10K ﹤0.01%
+64
394
$10K ﹤0.01%
+200
395
$10K ﹤0.01%
+94
396
$10K ﹤0.01%
+100
397
$10K ﹤0.01%
+157
398
$10K ﹤0.01%
+42
399
$10K ﹤0.01%
+37
400
$9K ﹤0.01%
+66
14 15
16
17 18