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
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.2M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$15.8M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$121M
2
+$45.2M
3
+$37.1M
4
KMB icon
Kimberly-Clark
KMB
+$29.5M
5
COST icon
Costco
COST
+$24.3M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
+667
377
$13K ﹤0.01%
212
+153
378
$13K ﹤0.01%
256
+88
379
$13K ﹤0.01%
+200
380
$12K ﹤0.01%
200
381
$12K ﹤0.01%
+453
382
$12K ﹤0.01%
356
+206
383
$12K ﹤0.01%
285
-82
384
$12K ﹤0.01%
+121
385
$12K ﹤0.01%
700
-271
386
$12K ﹤0.01%
+3,000
387
$12K ﹤0.01%
150
+50
388
$11K ﹤0.01%
200
-200
389
$11K ﹤0.01%
100
-92
390
$10K ﹤0.01%
42
-1,105
391
$10K ﹤0.01%
139
-83
392
$10K ﹤0.01%
146
+25
393
$10K ﹤0.01%
133
-150
394
$10K ﹤0.01%
+100
395
$10K ﹤0.01%
113
-1,186
396
$10K ﹤0.01%
760
-115,855
397
$10K ﹤0.01%
231
+202
398
$9K ﹤0.01%
124
+105
399
$9K ﹤0.01%
184
+165
400
$9K ﹤0.01%
252
-97
14 15
16
17 18