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
$1.8B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$4.09M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.3M
5
ABT icon
Abbott
ABT
+$2.09M

Top Sells

1
+$5.46M
2
+$3.09M
3
+$2.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.11M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.07M

Sector Composition

1 Healthcare 9.49%
2 Technology 7.67%
3 Financials 5.97%
4 Consumer Staples 5.18%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K ﹤0.01%
+500
377
$25K ﹤0.01%
556
+180
378
$25K ﹤0.01%
206
379
$24K ﹤0.01%
480
380
$24K ﹤0.01%
132
+74
381
$23K ﹤0.01%
+929
382
$23K ﹤0.01%
408
-59
383
$23K ﹤0.01%
5,000
384
$23K ﹤0.01%
+204
385
$23K ﹤0.01%
+762
386
$23K ﹤0.01%
+965
387
$23K ﹤0.01%
257
388
$23K ﹤0.01%
+115
389
$22K ﹤0.01%
+346
390
$22K ﹤0.01%
300
391
$22K ﹤0.01%
+430
392
$22K ﹤0.01%
+500
393
$21K ﹤0.01%
71
394
$21K ﹤0.01%
215
395
$21K ﹤0.01%
366
+288
396
$20K ﹤0.01%
+346
397
$20K ﹤0.01%
142
-37
398
$20K ﹤0.01%
318
+106
399
$20K ﹤0.01%
+420
400
$20K ﹤0.01%
201
14 15
16
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