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

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.8M
4
TM icon
Toyota
TM
+$11.6M
5
COST icon
Costco
COST
+$11.2M

Top Sells

1
+$82.9M
2
+$46.9M
3
+$34.6M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$30.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.7M

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%
+349
380
$12K ﹤0.01%
+2
381
$12K ﹤0.01%
+112
382
$12K ﹤0.01%
+73
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%
+200
391
$10K ﹤0.01%
+167
392
$10K ﹤0.01%
+375
393
$10K ﹤0.01%
+235
394
$10K ﹤0.01%
+64
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%
+150
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